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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,542 | $135,956-20.9% | $123,894-13.2% | $273,972-60.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.56% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,302 | $5,170-55.5% | $4,617-50.1% | $4,869-52.7% |
| Participant deferral / active EE | $6,238 | $6,343-1.6% | $5,984+4.2% | $5,287+18.0% |
| Admin fee / account holder | $161 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |