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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,263 | $100,805+22.3% | $86,698+42.2% | $134,532-8.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -9.60% | 29.09%-38.7pp | 35.95%-45.6pp | 418.27%-427.9pp |
| Employer contribution / active EE | $4,415 | $3,490+26.5% | $2,837+55.6% | $4,741-6.9% |
| Participant deferral / active EE | $8,228 | $5,339+54.1% | $4,656+76.7% | $6,401+28.5% |
| Admin fee / account holder | $26 | $10,925-99.8% | $7,493-99.6% | $11,429-99.8% |