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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,084 | $110,137-46.4% | $161,149-63.3% | $82,637-28.5% |
| Participation rate | 93.2% | 72.4%+20.8pp | 78.8%+14.3pp | 68.1%+25.1pp |
| Annual return | 19.19% | 20.69%-1.5pp | 21.16%-2.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,126 | $2,856-25.6% | $4,360-51.2% | $2,552-16.7% |
| Participant deferral / active EE | $4,607 | $4,575+0.7% | $6,153-25.1% | $4,126+11.7% |
| Admin fee / account holder | $103 | $9,467-98.9% | $15,194-99.3% | $7,339-98.6% |