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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,837 | $183,539-17.8% | $155,556-3.0% | $145,897+3.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.58% | 61.31%-48.7pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,185 | $5,315-58.9% | $4,675-53.3% | $4,663-53.1% |
| Participant deferral / active EE | $5,887 | $6,467-9.0% | $5,631+4.5% | $6,689-12.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |