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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,284 | $111,535-28.9% | $105,223-24.7% | $137,256-42.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 15.55% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,665 | $3,939-57.7% | $3,689-54.9% | $4,156-59.9% |
| Participant deferral / active EE | $5,427 | $5,500-1.3% | $5,072+7.0% | $6,407-15.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |