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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,053 | $127,387-12.8% | $115,038-3.5% | $125,389-11.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.39% | 31.28%-32.7pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $7,356 | $5,166+42.4% | $4,608+59.6% | $4,866+51.2% |
| Participant deferral / active EE | $3,947 | $6,423-38.6% | $6,026-34.5% | $5,352-26.3% |
| Admin fee / account holder | $4 | $9,516-100.0% | $8,175-99.9% | $9,541-100.0% |