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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,693 | $183,539-39.7% | $155,556-28.8% | $145,897-24.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.65% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,408 | $5,315-54.7% | $4,675-48.5% | $4,663-48.4% |
| Participant deferral / active EE | $6,368 | $6,467-1.5% | $5,631+13.1% | $6,689-4.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |