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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,260 | $131,835-6.5% | $108,582+13.5% | $273,972-55.0% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 5.61% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $4,047 | $4,913-17.6% | $3,758+7.7% | $4,869-16.9% |
| Participant deferral / active EE | $4,478 | $5,127-12.7% | $4,311+3.9% | $5,287-15.3% |
| Admin fee / account holder | $72 | $10,253-99.3% | $7,645-99.1% | $10,133-99.3% |