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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,471 | $156,616-16.1% | $133,346-1.4% | $198,609-33.8% |
| Participation rate | 90.9% | 77.7%+13.2pp | 72.8%+18.1pp | 82.4%+8.5pp |
| Annual return | 17.95% | 44.25%-26.3pp | 36.85%-18.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $11,595 | $3,368+244.3% | $2,853+306.3% | $5,055+129.4% |
| Participant deferral / active EE | $4,679 | $4,920-4.9% | $4,332+8.0% | $6,977-32.9% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |