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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,332 | $99,345-39.3% | $84,753-28.8% | $273,972-78.0% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.6%+10.4pp | 83.0%+3.9pp |
| Annual return | 10.02% | 22.93%-12.9pp | 22.78%-12.8pp | 41.46%-31.4pp |
| Employer contribution / active EE | $9,470 | $4,214+124.7% | $3,574+164.9% | $4,869+94.5% |
| Participant deferral / active EE | $2,323 | $4,270-45.6% | $3,712-37.4% | $5,287-56.1% |
| Admin fee / account holder | $2 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |