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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,395 | $115,911-22.9% | $100,530-11.1% | $158,950-43.8% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 17.35% | 34.80%-17.4pp | 30.89%-13.5pp | 302.91%-285.6pp |
| Employer contribution / active EE | $5,417 | $4,104+32.0% | $3,418+58.5% | $4,762+13.8% |
| Participant deferral / active EE | $4,202 | $6,676-37.1% | $6,271-33.0% | $5,983-29.8% |
| Admin fee / account holder | $18 | $10,999-99.8% | $8,083-99.8% | $11,248-99.8% |