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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,429 | $115,814-22.8% | $101,275-11.7% | $158,982-43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.99% | 56.16%-44.2pp | 46.48%-34.5pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,009 | $4,176-51.9% | $3,660-45.1% | $4,763-57.8% |
| Participant deferral / active EE | $4,867 | $4,958-1.8% | $4,371+11.3% | $5,983-18.7% |
| Admin fee / account holder | $242 | $7,249-96.7% | $5,948-95.9% | $11,252-97.8% |