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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,937 | $71,802-52.7% | $133,975-74.7% | $57,658-41.1% |
| Participation rate | 86.9% | 85.5%+1.5pp | 87.1%-0.1pp | 70.2%+16.7pp |
| Annual return | 9.02% | 13.51%-4.5pp | 29.29%-20.3pp | 5.13%+3.9pp |
| Employer contribution / active EE | $2,576 | $3,161-18.5% | $5,211-50.6% | $1,974+30.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-99.9% | $9,324-100.0% | $95-99.9% |