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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,479 | $157,304-59.0% | $141,197-54.3% | $152,909-57.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 25.96% | 64.34%-38.4pp | 71.41%-45.4pp | 345.46%-319.5pp |
| Employer contribution / active EE | $5,269 | $5,263+0.1% | $4,736+11.3% | $4,764+10.6% |
| Participant deferral / active EE | $10,122 | $7,111+42.3% | $6,710+50.8% | $5,851+73.0% |
| Admin fee / account holder | $206 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |