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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,649 | $77,638-18.0% | $156,551-59.3% | $62,881+1.2% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | 9.38% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,862 | $3,444-16.9% | $5,501-48.0% | $2,281+25.5% |
| Participant deferral / active EE | $6,882 | $3,046+126.0% | $4,871+41.3% | $3,203+114.9% |
| Admin fee / account holder | $126 | $5,561-97.7% | $13,028-99.0% | $4,296-97.1% |