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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,055 | $181,896-31.2% | $156,551-20.1% | $273,972-54.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.26% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $6,584 | $6,248+5.4% | $5,501+19.7% | $4,869+35.2% |
| Participant deferral / active EE | $6,755 | $5,550+21.7% | $4,871+38.7% | $5,287+27.8% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,133-99.9% |