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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,778 | $127,387-12.3% | $115,038-2.8% | $125,389-10.9% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -0.92% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $8,356 | $5,166+61.7% | $4,608+81.3% | $4,866+71.7% |
| Participant deferral / active EE | $9,851 | $6,423+53.4% | $6,026+63.5% | $5,352+84.1% |
| Admin fee / account holder | $5 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |