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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,067 | $40,275-27.8% | $57,356-49.3% | $59,633-51.3% |
| Participation rate | 82.8% | 69.1%+13.6pp | 75.1%+7.7pp | 68.7%+14.1pp |
| Annual return | 17.10% | 27.52%-10.4pp | 24.41%-7.3pp | 2041.45%-2024.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,261 | $2,400+35.9% | $3,162+3.1% | $3,192+2.2% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |