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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,934 | $167,353+2.1% | $143,797+18.9% | $134,545+27.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.54% | 0.48%-7.0pp | -0.04%-6.5pp | 418.37%-424.9pp |
| Employer contribution / active EE | $8,763 | $5,620+55.9% | $4,952+76.9% | $4,742+84.8% |
| Participant deferral / active EE | $4,909 | $6,447-23.9% | $5,638-12.9% | $6,401-23.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |