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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,007 | $154,159-53.9% | $130,026-45.4% | $139,456-49.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.27% | 32.50%-12.2pp | -137.26%+157.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $4,782 | $5,292-9.6% | $4,321+10.7% | $4,753+0.6% |
| Participant deferral / active EE | $12,395 | $6,710+84.7% | $5,821+112.9% | $6,711+84.7% |
| Admin fee / account holder | $12 | $14,001-99.9% | $10,608-99.9% | $11,407-99.9% |