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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,547 | $59,813+34.7% | $79,580+1.2% | $68,486+17.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 0.71% | -12.30%+13.0pp | 0.15%+0.6pp | -7.85%+8.6pp |
| Employer contribution / active EE | $2,638 | $1,505+75.3% | $2,413+9.3% | $2,597+1.6% |
| Participant deferral / active EE | $7,479 | $3,024+147.3% | $3,985+87.7% | $4,028+85.7% |
| Admin fee / account holder | $238 | $4,835-95.1% | $6,835-96.5% | $5,404-95.6% |