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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,211 | $110,240-4.6% | $96,544+9.0% | $139,487-24.6% |
| Participation rate | 77.3% | 78.1%-0.9pp | 76.0%+1.3pp | 80.3%-3.1pp |
| Annual return | 15.52% | 26.41%-10.9pp | 25.88%-10.4pp | 373.84%-358.3pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,172 | $5,549-42.8% | $4,851-34.6% | $6,713-52.8% |
| Admin fee / account holder | $255 | $11,602-97.8% | $8,254-96.9% | $11,407-97.8% |