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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,492 | $77,460-15.5% | $100,378-34.8% | $80,925-19.1% |
| Participation rate | 74.6% | 76.9%-2.3pp | 81.5%-6.9pp | 67.7%+6.9pp |
| Annual return | 18.57% | 37.24%-18.7pp | 49.41%-30.8pp | 35.65%-17.1pp |
| Employer contribution / active EE | $2,553 | $2,801-8.9% | $3,942-35.2% | $2,756-7.4% |
| Participant deferral / active EE | $7,696 | $6,818+12.9% | $8,087-4.8% | $4,299+79.0% |
| Admin fee / account holder | $171 | $5,887-97.1% | $7,899-97.8% | $6,940-97.5% |