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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,881 | $172,111-51.8% | $150,298-44.9% | $137,256-39.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.85% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,933 | $4,636-58.3% | $4,154-53.5% | $4,156-53.5% |
| Participant deferral / active EE | $10,896 | $6,166+76.7% | $5,453+99.8% | $6,407+70.1% |
| Admin fee / account holder | $264 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |