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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,437 | $129,737-24.1% | $119,126-17.4% | $154,746-36.4% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 21.58% | 379.08%-357.5pp | 282.11%-260.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,420 | $4,375-67.5% | $4,034-64.8% | $4,379-67.6% |
| Participant deferral / active EE | $7,068 | $5,842+21.0% | $5,318+32.9% | $6,730+5.0% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |