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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,878 | $59,819+62.0% | $79,583+21.7% | $68,490+41.4% |
| Participation rate | 96.5% | 61.1%+35.4pp | 69.5%+27.0pp | 67.9%+28.6pp |
| Annual return | 3.16% | -12.30%+15.5pp | 0.16%+3.0pp | -7.85%+11.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |