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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,275 | $181,896-22.9% | $156,551-10.4% | $273,972-48.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.99% | 30.74%-22.8pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,248 | $6,248-16.0% | $5,501-4.6% | $4,869+7.8% |
| Participant deferral / active EE | $4,236 | $5,550-23.7% | $4,871-13.0% | $5,287-19.9% |
| Admin fee / account holder | $146 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |