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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,558 | $76,551-23.5% | $123,894-52.7% | $62,881-6.9% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 9.67% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,827 | $2,882+32.8% | $4,617-17.1% | $2,281+67.8% |
| Participant deferral / active EE | $6,086 | $4,840+25.8% | $5,984+1.7% | $3,203+90.0% |
| Admin fee / account holder | $78 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |