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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,898 | $127,387-6.7% | $115,038+3.4% | $125,389-5.2% |
| Participation rate | 91.3% | 84.2%+7.1pp | 81.4%+9.9pp | 83.2%+8.1pp |
| Annual return | -1.84% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $4,348 | $5,166-15.8% | $4,608-5.6% | $4,866-10.7% |
| Participant deferral / active EE | $5,657 | $6,423-11.9% | $6,026-6.1% | $5,352+5.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |