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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,586 | $132,099-14.0% | $115,599-1.7% | $138,895-18.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 14.87% | 176.76%-161.9pp | 111.10%-96.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,587 | $3,416-53.5% | $2,955-46.3% | $4,194-62.2% |
| Participant deferral / active EE | $5,478 | $5,617-2.5% | $4,889+12.0% | $6,396-14.4% |
| Admin fee / account holder | $164 | $15,650-99.0% | $12,841-98.7% | $12,562-98.7% |