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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,035 | $115,796-24.0% | $101,264-13.1% | $158,950-44.6% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 19.26% | 56.15%-36.9pp | 46.48%-27.2pp | 302.91%-283.6pp |
| Employer contribution / active EE | $2,757 | $4,175-34.0% | $3,660-24.7% | $4,762-42.1% |
| Participant deferral / active EE | $4,122 | $4,958-16.9% | $4,370-5.7% | $5,983-31.1% |
| Admin fee / account holder | $81 | $7,247-98.9% | $5,947-98.6% | $11,248-99.3% |