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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,289 | $153,769-16.6% | $133,975-4.2% | $273,972-53.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 7.79% | 36.51%-28.7pp | 29.29%-21.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,060 | $6,029-49.2% | $5,211-41.3% | $4,869-37.2% |
| Participant deferral / active EE | $3,798 | $6,958-45.4% | $6,282-39.5% | $5,287-28.2% |
| Admin fee / account holder | $28 | $11,765-99.8% | $9,324-99.7% | $10,133-99.7% |