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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,352 | $181,896-47.6% | $156,551-39.1% | $273,972-65.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.46% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,578 | $6,248-26.7% | $5,501-16.8% | $4,869-6.0% |
| Participant deferral / active EE | $6,848 | $5,550+23.4% | $4,871+40.6% | $5,287+29.5% |
| Admin fee / account holder | -$24 | $15,560-100.2% | $13,028-100.2% | $10,133-100.2% |