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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,409 | $176,105-33.9% | $159,474-27.0% | $167,536-30.5% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 11.28% | 331.91%-320.6pp | 263.68%-252.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,724 | $5,299-48.6% | $4,831-43.6% | $4,839-43.7% |
| Participant deferral / active EE | $8,736 | $7,751+12.7% | $7,353+18.8% | $6,342+37.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |