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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,837 | $176,077-34.8% | $159,455-28.0% | $167,518-31.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 12.73% | 331.83%-319.1pp | 263.63%-250.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $2,099 | $5,298-60.4% | $4,830-56.5% | $4,838-56.6% |
| Participant deferral / active EE | $4,747 | $7,751-38.8% | $7,353-35.4% | $6,342-25.1% |
| Admin fee / account holder | $68 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |