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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,771 | $127,387-13.8% | $115,038-4.6% | $125,389-12.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.75% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $6,538 | $5,166+26.6% | $4,608+41.9% | $4,866+34.4% |
| Participant deferral / active EE | $8,339 | $6,423+29.8% | $6,026+38.4% | $5,352+55.8% |
| Admin fee / account holder | $74 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |