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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,575 | $60,989+20.6% | $60,919+20.8% | $66,949+9.9% |
| Participation rate | 94.1% | 74.5%+19.6pp | 73.1%+21.0pp | 69.8%+24.3pp |
| Annual return | 0.84% | -9.60%+10.4pp | 16.96%-16.1pp | 1.57%-0.7pp |
| Employer contribution / active EE | $8,158 | $2,661+206.6% | $2,704+201.7% | $2,545+220.5% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $27 | $338-92.1% | $3,228-99.2% | $594-95.5% |