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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,281 | $210,908-31.1% | $153,643-5.4% | $145,884-0.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 13.30% | 13.46%-0.2pp | 15.71%-2.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,477-100.0% | $12,739-100.0% | $13,392-100.0% |