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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,511 | $99,345+26.3% | $84,753+48.1% | $273,972-54.2% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 5.36% | 22.93%-17.6pp | 22.78%-17.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,481 | $4,214-17.4% | $3,574-2.6% | $4,869-28.5% |
| Participant deferral / active EE | $9,727 | $4,270+127.8% | $3,712+162.1% | $5,287+84.0% |
| Admin fee / account holder | $224 | $6,645-96.6% | $5,333-95.8% | $10,133-97.8% |