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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,986 | $104,251-56.8% | $91,004-50.6% | $147,585-69.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 13.18% | 27.06%-13.9pp | 4.60%+8.6pp | 578.58%-565.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11 | $8,948-99.9% | $5,417-99.8% | $10,886-99.9% |