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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,028 | $136,307-11.2% | $106,619+13.5% | $273,972-55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 14.51% | 11.05%+3.5pp | 9.42%+5.1pp | 41.46%-26.9pp |
| Employer contribution / active EE | $1,793 | $5,190-65.4% | $3,947-54.6% | $4,869-63.2% |
| Participant deferral / active EE | $6,534 | $4,969+31.5% | $3,930+66.3% | $5,287+23.6% |
| Admin fee / account holder | $164 | $8,625-98.1% | $6,418-97.4% | $10,133-98.4% |