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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,594 | $183,592-59.9% | $155,567-52.7% | $145,959-49.6% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 10.79% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,064 | $5,315-61.2% | $4,674-55.8% | $4,661-55.7% |
| Participant deferral / active EE | $3,014 | $6,464-53.4% | $5,628-46.4% | $6,689-54.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |