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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,562 | $154,209+7.4% | $130,062+27.3% | $139,487+18.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 15.40% | 32.52%-17.1pp | -137.37%+152.8pp | 373.84%-358.4pp |
| Employer contribution / active EE | $3,161 | $5,292-40.3% | $4,322-26.9% | $4,755-33.5% |
| Participant deferral / active EE | $10,009 | $6,709+49.2% | $5,821+71.9% | $6,713+49.1% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |