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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,098 | $111,535-30.0% | $105,223-25.8% | $137,256-43.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 20.79% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,749 | $3,939-30.2% | $3,689-25.5% | $4,156-33.8% |
| Participant deferral / active EE | $8,418 | $5,500+53.1% | $5,072+66.0% | $6,407+31.4% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |