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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,013 | $78,015-12.8% | $178,505-61.9% | $80,959-16.0% |
| Participation rate | 71.4% | 65.7%+5.8pp | 77.1%-5.7pp | 67.7%+3.8pp |
| Annual return | 14.72% | 18.10%-3.4pp | 27.16%-12.4pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,784 | $2,281+22.0% | $3,955-29.6% | $2,757+1.0% |
| Participant deferral / active EE | $6,039 | $4,406+37.1% | $6,280-3.8% | $4,300+40.4% |
| Admin fee / account holder | $271 | $7,160-96.2% | $10,428-97.4% | $6,925-96.1% |