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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,801 | $64,307+30.3% | $57,347+46.1% | $125,393-33.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | 1.11% | 25.14%-24.0pp | 24.40%-23.3pp | 282.23%-281.1pp |
| Employer contribution / active EE | $2,610 | $3,193-18.2% | $2,689-2.9% | $4,866-46.4% |
| Participant deferral / active EE | $2,610 | $3,847-32.1% | $3,162-17.4% | $5,351-51.2% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |