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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,957 | $141,004-31.9% | $112,273-14.5% | $139,466-31.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 34.24% | 32.75%+1.5pp | 30.23%+4.0pp | 373.66%-339.4pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |