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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,404 | $86,949+5.1% | $102,460-10.8% | $80,959+12.9% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.6pp | 67.7%+9.5pp |
| Annual return | 13.76% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,032 | $2,370+28.0% | $3,025+0.2% | $2,757+10.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $45 | $8,048-99.4% | $9,460-99.5% | $6,925-99.4% |