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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,638 | $99,345+84.8% | $84,753+116.7% | $273,972-33.0% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.80% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,405 | $4,214-42.9% | $3,574-32.7% | $4,869-50.6% |
| Participant deferral / active EE | $9,218 | $4,270+115.9% | $3,712+148.3% | $5,287+74.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |