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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,959 | $115,780-43.9% | $101,255-35.8% | $158,931-59.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.86% | 56.14%-33.3pp | 46.48%-23.6pp | 302.86%-280.0pp |
| Employer contribution / active EE | $1,767 | $4,175-57.7% | $3,660-51.7% | $4,761-62.9% |
| Participant deferral / active EE | $9,635 | $4,958+94.3% | $4,370+120.5% | $5,982+61.1% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |