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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,695 | $153,311-46.1% | $109,313-24.3% | $273,972-69.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 6.73% | 29.86%-23.1pp | 22.07%-15.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,434 | $5,619-56.7% | $3,892-37.5% | $4,869-50.0% |
| Participant deferral / active EE | $4,842 | $3,932+23.1% | $3,166+52.9% | $5,287-8.4% |
| Admin fee / account holder | $184 | $8,076-97.7% | $5,666-96.8% | $10,133-98.2% |