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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,463 | $185,312-54.4% | $161,489-47.7% | $154,746-45.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.63% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,944 | $4,769-59.2% | $4,268-54.5% | $4,379-55.6% |
| Participant deferral / active EE | $5,594 | $6,350-11.9% | $5,630-0.6% | $6,730-16.9% |
| Admin fee / account holder | $5 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |