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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,081 | $215,361-88.4% | $171,082-85.3% | $273,972-90.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 7.09% | 25.14%-18.0pp | 32.56%-25.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,454 | $4,967-50.6% | $4,002-38.7% | $4,869-49.6% |
| Participant deferral / active EE | $2,817 | $5,543-49.2% | $4,797-41.3% | $5,287-46.7% |
| Admin fee / account holder | $83 | $10,846-99.2% | $8,520-99.0% | $10,133-99.2% |