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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,355 | $65,685+14.7% | $57,181+31.8% | $273,968-72.5% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 5.99% | 21.99%-16.0pp | 14.59%-8.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,148 | $3,279-34.5% | $2,682-19.9% | $4,869-55.9% |
| Participant deferral / active EE | $2,148 | $3,781-43.2% | $3,096-30.6% | $5,287-59.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |