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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,744 | $78,520-32.8% | $96,576-45.4% | $82,448-36.0% |
| Participation rate | 76.9% | 77.7%-0.8pp | 81.4%-4.5pp | 68.1%+8.9pp |
| Annual return | 16.85% | 41.30%-24.5pp | 38.47%-21.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,508 | $2,630-4.6% | $3,553-29.4% | $2,551-1.7% |
| Participant deferral / active EE | $9,024 | $6,754+33.6% | $7,956+13.4% | $4,139+118.0% |
| Admin fee / account holder | $130 | $13,455-99.0% | $11,381-98.9% | $7,234-98.2% |