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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,839 | $209,405-50.9% | $178,486-42.4% | $158,931-35.3% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 13.02% | 188.77%-175.7pp | 151.08%-138.1pp | 302.86%-289.8pp |
| Employer contribution / active EE | $1,996 | $5,707-65.0% | $5,011-60.2% | $4,761-58.1% |
| Participant deferral / active EE | $5,138 | $5,954-13.7% | $5,202-1.2% | $5,982-14.1% |
| Admin fee / account holder | $11 | $17,076-99.9% | $13,985-99.9% | $11,247-99.9% |