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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,045 | $101,618-29.1% | $93,063-22.6% | $137,256-47.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 11.30% | 223.95%-212.6pp | 34.15%-22.9pp | 220.34%-209.0pp |
| Employer contribution / active EE | $4,458 | $2,707+64.7% | $2,476+80.0% | $4,156+7.3% |
| Participant deferral / active EE | $2,125 | $4,279-50.3% | $3,958-46.3% | $6,407-66.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |