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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,045 | $125,778-42.7% | $114,563-37.1% | $154,746-53.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 11.30% | 295.14%-283.8pp | 241.09%-229.8pp | 172.34%-161.0pp |
| Employer contribution / active EE | $4,458 | $2,806+58.9% | $2,592+72.0% | $4,379+1.8% |
| Participant deferral / active EE | $2,125 | $4,445-52.2% | $4,142-48.7% | $6,730-68.4% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |