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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,442 | $167,362+10.2% | $143,799+28.3% | $134,532+37.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.29% | 0.47%-17.8pp | -0.04%-17.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $5,945 | $5,620+5.8% | $4,952+20.0% | $4,741+25.4% |
| Participant deferral / active EE | $7,794 | $6,447+20.9% | $5,638+38.2% | $6,401+21.8% |
| Admin fee / account holder | $11 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |