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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,515 | $127,387-65.8% | $115,038-62.2% | $125,389-65.3% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | 90.13% | 31.28%+58.9pp | 26.14%+64.0pp | 282.24%-192.1pp |
| Employer contribution / active EE | $2,258 | $5,166-56.3% | $4,608-51.0% | $4,866-53.6% |
| Participant deferral / active EE | $7,854 | $6,423+22.3% | $6,026+30.3% | $5,352+46.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |