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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,847 | $148,623-36.9% | $135,974-31.0% | $139,466-32.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 16.58% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $3,284 | $5,246-37.4% | $4,859-32.4% | $4,754-30.9% |
| Participant deferral / active EE | $7,846 | $8,103-3.2% | $7,760+1.1% | $6,712+16.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |