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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,626 | $77,358-51.4% | $102,184-63.2% | $87,485-57.0% |
| Participation rate | 75.0% | 78.7%-3.7pp | 82.6%-7.6pp | 68.9%+6.1pp |
| Annual return | 17.83% | 41.11%-23.3pp | 31.58%-13.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,809-100.0% | $11,609-100.0% | $7,775-100.0% |