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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,163 | $115,917-36.9% | $100,535-27.2% | $158,982-54.0% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 14.41% | 34.80%-20.4pp | 30.90%-16.5pp | 302.99%-288.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,976 | $6,677-10.5% | $6,271-4.7% | $5,983-0.1% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |