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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,575 | $127,387-5.3% | $115,038+4.8% | $125,389-3.8% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -1.69% | 31.28%-33.0pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $6,090 | $5,166+17.9% | $4,608+32.2% | $4,866+25.1% |
| Participant deferral / active EE | $15,312 | $6,423+138.4% | $6,026+154.1% | $5,352+186.1% |
| Admin fee / account holder | $275 | $9,516-97.1% | $8,175-96.6% | $9,541-97.1% |