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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,252 | $126,113-30.8% | $116,096-24.8% | $155,188-43.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 13.58% | 391.72%-378.1pp | 326.25%-312.7pp | 148.84%-135.3pp |
| Employer contribution / active EE | $942 | $2,672-64.7% | $2,503-62.4% | $4,248-77.8% |
| Participant deferral / active EE | $4,176 | $4,162+0.3% | $3,952+5.7% | $6,531-36.1% |
| Admin fee / account holder | $212 | $8,045-97.4% | $7,704-97.3% | $14,480-98.5% |