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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,844 | $167,522-37.4% | $151,639-30.9% | $134,532-22.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.72% | 7.81%-26.5pp | 3.34%-22.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $7,264 | $6,828+6.4% | $6,165+17.8% | $4,741+53.2% |
| Participant deferral / active EE | $9,407 | $8,986+4.7% | $8,363+12.5% | $6,401+47.0% |
| Admin fee / account holder | $106 | $13,780-99.2% | $11,613-99.1% | $11,429-99.1% |