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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,227 | $157,296-31.8% | $141,191-24.1% | $152,897-29.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 26.35% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $2,778 | $5,262-47.2% | $4,736-41.3% | $4,764-41.7% |
| Participant deferral / active EE | $9,096 | $7,111+27.9% | $6,710+35.6% | $5,851+55.5% |
| Admin fee / account holder | $89 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |