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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,356 | $93,064+3.5% | $74,577+29.2% | $273,972-64.8% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 6.96% | 26.18%-19.2pp | 20.47%-13.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,864 | $3,160-41.0% | $2,525-26.2% | $4,869-61.7% |
| Participant deferral / active EE | $4,011 | $4,160-3.6% | $3,458+16.0% | $5,287-24.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |