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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,147 | $155,833-43.4% | $124,693-29.3% | $167,518-47.4% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 13.19% | 17.98%-4.8pp | 5144.19%-5131.0pp | 478.71%-465.5pp |
| Employer contribution / active EE | $2,624 | $4,164-37.0% | $3,324-21.1% | $4,838-45.8% |
| Participant deferral / active EE | $9,866 | $5,675+73.8% | $4,615+113.8% | $6,342+55.6% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |