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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,107 | $114,119-37.7% | $107,187-33.7% | $138,895-48.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.29% | 273.21%-253.9pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,088 | $4,059-48.6% | $3,782-44.8% | $4,194-50.2% |
| Participant deferral / active EE | $6,840 | $5,538+23.5% | $5,096+34.2% | $6,396+6.9% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |