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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,684 | $111,535-21.4% | $105,223-16.7% | $137,256-36.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 17.61% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $11,376 | $3,939+188.8% | $3,689+208.4% | $4,156+173.7% |
| Participant deferral / active EE | $2,315 | $5,500-57.9% | $5,072-54.3% | $6,407-63.9% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |