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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,064 | $167,353+3.4% | $143,797+20.4% | $134,545+28.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.62% | 0.48%-20.1pp | -0.04%-19.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $8,993 | $5,620+60.0% | $4,952+81.6% | $4,742+89.7% |
| Participant deferral / active EE | $9,255 | $6,447+43.6% | $5,638+64.1% | $6,401+44.6% |
| Admin fee / account holder | $155 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |