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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,652 | $196,972-59.6% | $182,262-56.3% | $198,609-59.9% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 13.77% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,367 | $8,643-49.5% | $8,276-47.2% | $6,977-37.4% |
| Admin fee / account holder | $128 | $18,429-99.3% | $16,712-99.2% | $19,030-99.3% |