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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,335 | $105,198-8.4% | $159,455-39.6% | $85,856+12.2% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.8%+0.8pp | 69.3%+14.3pp |
| Annual return | 26.83% | 45.08%-18.2pp | 263.63%-236.8pp | 318.58%-291.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,954 | $5,946+0.1% | $7,353-19.0% | $3,952+50.7% |
| Admin fee / account holder | $1 | $6,934-100.0% | $10,800-100.0% | $6,261-100.0% |