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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,504 | $99,341+48.5% | $84,750+74.0% | $273,965-46.2% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 8.60% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,764 | $4,214-34.4% | $3,574-22.7% | $4,869-43.2% |
| Participant deferral / active EE | $11,582 | $4,269+171.3% | $3,712+212.1% | $5,287+119.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |