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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,149 | $99,345-33.4% | $84,753-22.0% | $273,972-75.9% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 5.31% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,833 | $4,214-32.8% | $3,574-20.8% | $4,869-41.8% |
| Participant deferral / active EE | $3,359 | $4,270-21.3% | $3,712-9.5% | $5,287-36.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |