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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,556 | $227,399-71.2% | $189,758-65.5% | $198,609-67.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 28.42% | 61.03%-32.6pp | 52.62%-24.2pp | 202.70%-174.3pp |
| Employer contribution / active EE | $12,377 | $5,526+124.0% | $4,767+159.7% | $5,055+144.8% |
| Participant deferral / active EE | $9,005 | $6,837+31.7% | $5,856+53.8% | $6,977+29.1% |
| Admin fee / account holder | $278 | $25,162-98.9% | $20,388-98.6% | $19,030-98.5% |