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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,346 | $152,612-47.4% | $125,192-35.8% | $152,897-47.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.81% | 54.85%-31.0pp | 43.79%-20.0pp | 345.43%-321.6pp |
| Employer contribution / active EE | $5,055 | $4,947+2.2% | $3,866+30.8% | $4,764+6.1% |
| Participant deferral / active EE | $7,151 | $5,868+21.9% | $4,937+44.8% | $5,851+22.2% |
| Admin fee / account holder | $237 | $13,437-98.2% | $9,704-97.6% | $11,599-98.0% |