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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,157 | $166,268-22.3% | $165,100-21.8% | $145,897-11.5% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 8.84% | 100.52%-91.7pp | 70.21%-61.4pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,959 | $5,284-62.9% | $4,348-55.0% | $4,663-58.0% |
| Participant deferral / active EE | $4,671 | $6,964-32.9% | $6,035-22.6% | $6,689-30.2% |
| Admin fee / account holder | $2 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |