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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,477 | $183,592-44.7% | $155,567-34.8% | $145,959-30.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.40% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,312 | $5,315-56.5% | $4,674-50.5% | $4,661-50.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |