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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,866 | $111,814-25.0% | $103,374-18.9% | $145,959-42.5% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.71% | 24.77%-11.1pp | 24.89%-11.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $10,764 | $4,214+155.4% | $3,869+178.2% | $4,661+130.9% |
| Participant deferral / active EE | $9,436 | $5,618+68.0% | $5,058+86.6% | $6,689+41.1% |
| Admin fee / account holder | $33 | $9,754-99.7% | $8,394-99.6% | $13,398-99.8% |