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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,568 | $99,345+65.7% | $84,753+94.2% | $273,972-39.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.97% | 22.93%-14.0pp | 22.78%-13.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,958 | $4,214-53.5% | $3,574-45.2% | $4,869-59.8% |
| Participant deferral / active EE | $4,547 | $4,270+6.5% | $3,712+22.5% | $5,287-14.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |