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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,698 | $99,345-21.8% | $84,753-8.3% | $273,972-71.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.90% | 22.93%-13.0pp | 22.78%-12.9pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,180 | $4,214-24.5% | $3,574-11.0% | $4,869-34.7% |
| Participant deferral / active EE | $6,547 | $4,270+53.3% | $3,712+76.4% | $5,287+23.8% |
| Admin fee / account holder | $298 | $6,645-95.5% | $5,333-94.4% | $10,133-97.1% |