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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,069 | $181,896-7.1% | $156,551+8.0% | $273,972-38.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.98% | 30.74%-17.8pp | 32.23%-19.2pp | 41.46%-28.5pp |
| Employer contribution / active EE | $5,643 | $6,248-9.7% | $5,501+2.6% | $4,869+15.9% |
| Participant deferral / active EE | $6,795 | $5,550+22.4% | $4,871+39.5% | $5,287+28.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |