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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,369 | $76,551-12.0% | $123,894-45.6% | $62,881+7.1% |
| Participation rate | 82.1% | 73.0%+9.2pp | 81.4%+0.7pp | 69.3%+12.8pp |
| Annual return | 9.89% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,164 | $2,882+9.8% | $4,617-31.5% | $2,281+38.7% |
| Participant deferral / active EE | $5,260 | $4,840+8.7% | $5,984-12.1% | $3,203+64.2% |
| Admin fee / account holder | $176 | $4,826-96.3% | $8,357-97.9% | $4,296-95.9% |