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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,230 | $105,623-48.7% | $87,502-38.0% | $273,972-80.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 16.30% | 12.26%+4.0pp | 12.21%+4.1pp | 41.46%-25.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |