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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,411 | $135,956-5.5% | $123,894+3.6% | $273,972-53.1% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 12.36% | 56.63%-44.3pp | 47.52%-35.2pp | 41.46%-29.1pp |
| Employer contribution / active EE | $2,049 | $5,170-60.4% | $4,617-55.6% | $4,869-57.9% |
| Participant deferral / active EE | $3,422 | $6,343-46.0% | $5,984-42.8% | $5,287-35.3% |
| Admin fee / account holder | $63 | $9,817-99.4% | $8,357-99.2% | $10,133-99.4% |