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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,456 | $70,366+0.1% | $66,674+5.7% | $138,895-49.3% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 15.10% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,169 | $4,374+63.9% | $4,084+75.5% | $6,396+12.1% |
| Admin fee / account holder | $105 | $5,262-98.0% | $5,098-97.9% | $12,562-99.2% |