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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,387 | $118,854-2.1% | $96,565+20.5% | $167,497-30.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 10.59% | 50.49%-39.9pp | 37.78%-27.2pp | 478.62%-468.0pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,356-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,310-100.0% |