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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,584 | $106,247-32.6% | $147,096-51.3% | $77,714-7.9% |
| Participation rate | 77.8% | 78.4%-0.5pp | 82.2%-4.3pp | 70.6%+7.3pp |
| Annual return | 14.04% | 56.87%-42.8pp | 419.75%-405.7pp | 31.26%-17.2pp |
| Employer contribution / active EE | $1,476 | $4,069-63.7% | $4,936-70.1% | $2,727-45.9% |
| Participant deferral / active EE | $5,102 | $7,996-36.2% | $8,071-36.8% | $4,649+9.7% |
| Admin fee / account holder | $0 | $338-99.9% | $13,005-100.0% | $433-99.9% |