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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,632 | $167,504-21.4% | $151,628-13.2% | $134,509-2.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.71% | 7.81%-24.5pp | 3.34%-20.0pp | 418.13%-434.8pp |
| Employer contribution / active EE | $17,752 | $6,828+160.0% | $6,165+188.0% | $4,741+274.5% |
| Participant deferral / active EE | $10,949 | $8,985+21.9% | $8,363+30.9% | $6,400+71.1% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |