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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,260 | $43,344-11.7% | $59,899-36.1% | $64,173-40.4% |
| Participation rate | 97.8% | 69.2%+28.7pp | 74.7%+23.1pp | 69.6%+28.3pp |
| Annual return | 9.99% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,741 | $2,547+7.6% | $3,402-19.5% | $3,470-21.0% |
| Admin fee / account holder | $12 | $3,008-99.6% | $3,592-99.7% | $4,887-99.8% |