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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,273 | $65,712-2.2% | $57,196+12.4% | $273,972-76.5% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | 11.96% | 22.01%-10.0pp | 14.59%-2.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $21,188 | $3,280+546.0% | $2,683+689.7% | $4,869+335.2% |
| Participant deferral / active EE | $3,756 | $3,782-0.7% | $3,096+21.3% | $5,287-29.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |