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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,096 | $127,387+2.9% | $115,038+14.0% | $125,389+4.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.33% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $11,188 | $5,166+116.6% | $4,608+142.8% | $4,866+129.9% |
| Participant deferral / active EE | $7,805 | $6,423+21.5% | $6,026+29.5% | $5,352+45.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |