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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,585 | $58,600+61.4% | $83,327+13.5% | $64,173+47.4% |
| Participation rate | 96.4% | 72.0%+24.4pp | 77.8%+18.7pp | 69.6%+26.9pp |
| Annual return | -0.49% | 9.66%-10.1pp | 10.64%-11.1pp | 7.63%-8.1pp |
| Employer contribution / active EE | $2,306 | $2,098+9.9% | $3,379-31.7% | $2,381-3.1% |
| Participant deferral / active EE | $5,175 | $4,656+11.1% | $5,565-7.0% | $3,470+49.1% |
| Admin fee / account holder | $6 | $9,282-99.9% | $7,540-99.9% | $4,887-99.9% |