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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,104 | $113,941-16.5% | $94,229+0.9% | $125,389-24.2% |
| Participation rate | 81.3% | 82.9%-1.6pp | 78.8%+2.5pp | 83.2%-1.9pp |
| Annual return | 2.05% | 5.29%-3.2pp | 10.68%-8.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $5,654 | $4,727+19.6% | $3,587+57.6% | $4,866+16.2% |
| Participant deferral / active EE | $8,035 | $5,179+55.1% | $4,320+86.0% | $5,352+50.1% |
| Admin fee / account holder | $125 | $8,392-98.5% | $6,269-98.0% | $9,541-98.7% |