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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,511 | $124,425-23.2% | $112,040-14.8% | $137,256-30.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 18.09% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,570 | $3,411-24.7% | $2,954-13.0% | $4,156-38.2% |
| Participant deferral / active EE | $3,515 | $5,718-38.5% | $5,098-31.0% | $6,407-45.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |