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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,202 | $181,896-65.8% | $156,551-60.3% | $273,972-77.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 8.89% | 30.74%-21.9pp | 32.23%-23.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,481 | $6,248-28.3% | $5,501-18.5% | $4,869-8.0% |
| Participant deferral / active EE | $2,676 | $5,550-51.8% | $4,871-45.1% | $5,287-49.4% |
| Admin fee / account holder | $96 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |