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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,338 | $117,829-63.2% | $102,423-57.7% | $145,877-70.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 16.82% | 31.83%-15.0pp | 29.42%-12.6pp | 551.28%-534.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $269 | $13,335-98.0% | $9,455-97.2% | $13,402-98.0% |