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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,015 | $115,796-10.2% | $101,264+2.7% | $158,950-34.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 18.08% | 56.15%-38.1pp | 46.48%-28.4pp | 302.91%-284.8pp |
| Employer contribution / active EE | $1,954 | $4,175-53.2% | $3,660-46.6% | $4,762-59.0% |
| Participant deferral / active EE | $5,606 | $4,958+13.1% | $4,370+28.3% | $5,983-6.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |