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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,602 | $140,592-38.4% | $123,106-29.7% | $125,388-30.9% |
| Participation rate | 95.2% | 88.2%+7.0pp | 86.8%+8.5pp | 83.2%+12.0pp |
| Annual return | -1.30% | 16.80%-18.1pp | 13.22%-14.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $15,595 | $6,041+158.1% | $5,151+202.8% | $4,866+220.5% |
| Participant deferral / active EE | $15,090 | $6,980+116.2% | $6,229+142.2% | $5,352+182.0% |
| Admin fee / account holder | $5 | $11,198-100.0% | $9,015-99.9% | $9,541-99.9% |