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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,924 | $167,533-12.3% | $151,645-3.1% | $134,545+9.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.02% | 7.81%-20.8pp | 3.34%-16.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $27,005 | $6,828+295.5% | $6,165+338.0% | $4,742+469.5% |
| Participant deferral / active EE | $16,150 | $8,985+79.7% | $8,363+93.1% | $6,401+152.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |