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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,638 | $118,875-32.2% | $96,572-16.5% | $167,553-51.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 15.56% | 50.50%-34.9pp | 37.79%-22.2pp | 478.89%-463.3pp |
| Employer contribution / active EE | $8,846 | $3,121+183.4% | $2,357+275.3% | $4,840+82.8% |
| Participant deferral / active EE | $2,925 | $4,617-36.6% | $3,850-24.0% | $6,343-53.9% |
| Admin fee / account holder | $130 | $8,070-98.4% | $6,183-97.9% | $12,316-98.9% |