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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,842 | $117,859-6.0% | $102,438+8.2% | $145,959-24.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 11.66% | 31.72%-20.1pp | 29.37%-17.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,941 | $3,615-18.6% | $3,024-2.7% | $4,661-36.9% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $103 | $13,318-99.2% | $9,448-98.9% | $13,398-99.2% |