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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,264 | $52,911+104.6% | $73,309+47.7% | $59,633+81.6% |
| Participation rate | 72.0% | 68.2%+3.8pp | 74.9%-2.9pp | 68.7%+3.3pp |
| Annual return | 6.58% | 12.20%-5.6pp | 5.67%+0.9pp | 2041.45%-2034.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,590 | $4,069-36.4% | $4,991-48.1% | $3,192-18.9% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |