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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,837 | $100,970-24.9% | $96,576-21.5% | $137,256-44.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 23.22% | 38.16%-14.9pp | 38.47%-15.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $5,451 | $3,809+43.1% | $3,553+53.4% | $4,156+31.1% |
| Participant deferral / active EE | $14,962 | $8,286+80.6% | $7,956+88.0% | $6,407+133.5% |
| Admin fee / account holder | $75 | $11,312-99.3% | $11,381-99.3% | $12,270-99.4% |