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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,857 | $152,619-46.4% | $125,195-34.6% | $152,909-46.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.63% | 54.85%-32.2pp | 43.79%-21.2pp | 345.46%-322.8pp |
| Employer contribution / active EE | $7,528 | $4,947+52.2% | $3,866+94.7% | $4,764+58.0% |
| Participant deferral / active EE | $6,226 | $5,869+6.1% | $4,937+26.1% | $5,851+6.4% |
| Admin fee / account holder | $153 | $13,437-98.9% | $9,704-98.4% | $11,601-98.7% |