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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,437 | $111,535-11.7% | $105,223-6.4% | $137,256-28.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 21.58% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,420 | $3,939-64.0% | $3,689-61.5% | $4,156-65.8% |
| Participant deferral / active EE | $7,068 | $5,500+28.5% | $5,072+39.4% | $6,407+10.3% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |