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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,636 | $167,362+7.3% | $143,799+24.9% | $134,532+33.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.79% | 0.47%-14.3pp | -0.04%-13.7pp | 418.27%-432.1pp |
| Employer contribution / active EE | $3,912 | $5,620-30.4% | $4,952-21.0% | $4,741-17.5% |
| Participant deferral / active EE | $6,667 | $6,447+3.4% | $5,638+18.2% | $6,401+4.2% |
| Admin fee / account holder | $27 | $18,094-99.8% | $14,677-99.8% | $11,429-99.8% |