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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,335 | $101,618-31.8% | $93,063-25.5% | $137,256-49.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 20.43% | 223.95%-203.5pp | 34.15%-13.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,656 | $2,707+35.1% | $2,476+47.7% | $4,156-12.0% |
| Participant deferral / active EE | $9,182 | $4,279+114.6% | $3,958+132.0% | $6,407+43.3% |
| Admin fee / account holder | $11 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |