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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,135 | $167,353-4.9% | $143,797+10.7% | $134,545+18.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | 0.48%-15.9pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $7,780 | $5,620+38.4% | $4,952+57.1% | $4,742+64.1% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |