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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,031 | $110,337-87.3% | $102,383-86.3% | $145,877-90.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.04% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $251 | $9,750-97.4% | $8,391-97.0% | $13,402-98.1% |