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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,491 | $93,064+28.4% | $74,577+60.2% | $273,972-56.4% |
| Participation rate | 78.6% | 74.9%+3.6pp | 68.1%+10.5pp | 83.0%-4.4pp |
| Annual return | 8.88% | 26.18%-17.3pp | 20.47%-11.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,053 | $3,160-35.0% | $2,525-18.7% | $4,869-57.8% |
| Participant deferral / active EE | $2,722 | $4,160-34.6% | $3,458-21.3% | $5,287-48.5% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |