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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,548 | $127,387-27.3% | $115,038-19.5% | $125,389-26.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.51% | 31.28%-32.8pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $9,304 | $5,166+80.1% | $4,608+101.9% | $4,866+91.2% |
| Participant deferral / active EE | $8,663 | $6,423+34.9% | $6,026+43.8% | $5,352+61.9% |
| Admin fee / account holder | -$21 | $9,516-100.2% | $8,175-100.3% | $9,541-100.2% |