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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,360 | $178,174-49.3% | $156,181-42.1% | $137,256-34.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 20.52% | 84.19%-63.7pp | 64.87%-44.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,871 | $4,972-42.3% | $4,294-33.1% | $4,156-30.9% |
| Participant deferral / active EE | $8,071 | $6,888+17.2% | $6,132+31.6% | $6,407+26.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |