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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,094 | $251,004-19.1% | $191,597+6.0% | $138,895+46.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 76.9%-1.9pp | 79.9%-4.9pp |
| Annual return | 14.39% | 31.05%-16.7pp | 27.07%-12.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,124 | $6,226-65.9% | $5,025-57.7% | $4,194-49.4% |
| Participant deferral / active EE | $4,721 | $8,154-42.1% | $6,850-31.1% | $6,396-26.2% |
| Admin fee / account holder | $13 | $31,471-100.0% | $22,799-99.9% | $12,562-99.9% |