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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,174 | $61,660+4.1% | $80,022-19.8% | $64,1730% |
| Participation rate | 92.5% | 71.7%+20.8pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 0.53% | -0.33%+0.9pp | 11.22%-10.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $3,652 | $1,810+101.7% | $2,468+48.0% | $2,381+53.4% |
| Participant deferral / active EE | $3,153 | $2,968+6.3% | $3,686-14.4% | $3,470-9.1% |
| Admin fee / account holder | $227 | $5,417-95.8% | $6,521-96.5% | $4,887-95.3% |