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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,139 | $110,286-1.0% | $96,569+13.0% | $139,427-21.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.26% | 26.39%-9.1pp | 25.87%-8.6pp | 373.27%-356.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,546-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $11,592-100.0% | $8,251-100.0% | $11,404-100.0% |