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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,818 | $81,476+7.8% | $102,383-14.2% | $80,925+8.5% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.7%+19.8pp |
| Annual return | 13.16% | 25.59%-12.4pp | 24.94%-11.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $3,630 | $3,105+16.9% | $3,870-6.2% | $2,756+31.7% |
| Participant deferral / active EE | $1,835 | $3,871-52.6% | $5,060-63.7% | $4,299-57.3% |
| Admin fee / account holder | $127 | $6,717-98.1% | $8,391-98.5% | $6,940-98.2% |