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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,509 | $100,805+35.4% | $86,698+57.5% | $134,532+1.5% |
| Participation rate | 92.9% | 79.0%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -19.04% | 29.09%-48.1pp | 35.95%-55.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,731 | $3,490-21.8% | $2,837-3.7% | $4,741-42.4% |
| Participant deferral / active EE | $6,378 | $5,339+19.4% | $4,656+37.0% | $6,401-0.4% |
| Admin fee / account holder | $265 | $10,925-97.6% | $7,493-96.5% | $11,429-97.7% |