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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,626 | $162,136-58.9% | $152,301-56.3% | $154,746-56.9% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 57.06% | 91.02%-34.0pp | 80.50%-23.4pp | 172.34%-115.3pp |
| Employer contribution / active EE | $4,545 | $4,890-7.1% | $4,624-1.7% | $4,379+3.8% |
| Participant deferral / active EE | $8,959 | $8,341+7.4% | $8,004+11.9% | $6,730+33.1% |
| Admin fee / account holder | $123 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |