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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,809 | $99,345+0.5% | $84,753+17.8% | $273,972-63.6% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 8.21% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,208 | $4,214-23.9% | $3,574-10.2% | $4,869-34.1% |
| Participant deferral / active EE | $4,174 | $4,270-2.2% | $3,712+12.5% | $5,287-21.0% |
| Admin fee / account holder | $55 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |