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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,886 | $107,666-44.4% | $102,184-41.4% | $154,746-61.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 27.47% | 29.33%-1.9pp | 31.58%-4.1pp | 172.34%-144.9pp |
| Employer contribution / active EE | $6,908 | $3,846+79.6% | $3,594+92.2% | $4,379+57.8% |
| Participant deferral / active EE | $11,635 | $8,719+33.4% | $8,309+40.0% | $6,730+72.9% |
| Admin fee / account holder | $108 | $12,943-99.2% | $11,609-99.1% | $14,365-99.3% |