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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,338 | $160,070-52.3% | $147,117-48.1% | $145,897-47.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 13.37% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,857 | $5,285-45.9% | $4,932-42.1% | $4,663-38.7% |
| Participant deferral / active EE | $4,902 | $8,419-41.8% | $8,065-39.2% | $6,689-26.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |