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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,416 | $128,169-33.4% | $147,041-41.9% | $106,408-19.7% |
| Participation rate | 85.7% | 67.3%+18.3pp | 82.2%+3.5pp | 69.9%+15.8pp |
| Annual return | 14.96% | 17.88%-2.9pp | 419.21%-404.2pp | 17.37%-2.4pp |
| Employer contribution / active EE | $9,743 | $3,374+188.7% | $4,935+97.4% | $3,361+189.8% |
| Participant deferral / active EE | $0 | $7,665-100.0% | $8,071-100.0% | $5,567-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $13,006-100.0% | $79-100.0% |