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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,423 | $153,769-54.9% | $133,975-48.2% | $273,972-74.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 7.05% | 36.51%-29.5pp | 29.29%-22.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $29,786 | $6,029+394.1% | $5,211+471.6% | $4,869+511.8% |
| Participant deferral / active EE | $3,708 | $6,958-46.7% | $6,282-41.0% | $5,287-29.9% |
| Admin fee / account holder | $206 | $11,765-98.3% | $9,324-97.8% | $10,133-98.0% |