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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,731 | $77,816-4.0% | $123,552-39.5% | $64,173+16.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.00% | 12.49%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,764 | $3,014+124.4% | $4,628+46.2% | $2,381+184.1% |
| Participant deferral / active EE | $5,824 | $5,240+11.1% | $6,426-9.4% | $3,470+67.9% |
| Admin fee / account holder | $250 | $5,519-95.5% | $9,285-97.3% | $4,887-94.9% |