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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,496 | $183,539-35.4% | $155,556-23.8% | $145,897-18.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.15% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,013 | $5,315-62.1% | $4,675-56.9% | $4,663-56.8% |
| Participant deferral / active EE | $7,733 | $6,467+19.6% | $5,631+37.3% | $6,689+15.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |