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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,404 | $86,938+5.1% | $102,423-10.8% | $80,925+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 | 29.42%-15.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $3,032 | $2,369+28.0% | $3,023+0.3% | $2,756+10.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $45 | $8,053-99.4% | $9,455-99.5% | $6,940-99.4% |