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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,070 | $100,805+25.1% | $86,698+45.4% | $134,532-6.3% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -14.50% | 29.09%-43.6pp | 35.95%-50.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $5,759 | $3,490+65.0% | $2,837+103.0% | $4,741+21.5% |
| Participant deferral / active EE | $5,798 | $5,339+8.6% | $4,656+24.5% | $6,401-9.4% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |