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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,809 | $99,343-41.8% | $84,751-31.8% | $273,968-78.9% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 10.63% | 22.93%-12.3pp | 22.78%-12.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,224 | $4,214-47.2% | $3,574-37.8% | $4,869-54.3% |
| Participant deferral / active EE | $6,423 | $4,269+50.4% | $3,712+73.0% | $5,287+21.5% |
| Admin fee / account holder | $268 | $6,645-96.0% | $5,333-95.0% | $10,132-97.4% |