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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,446 | $167,352+9.0% | $143,788+26.9% | $134,509+35.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -9.07% | 0.47%-9.5pp | -0.03%-9.0pp | 418.13%-427.2pp |
| Employer contribution / active EE | $9,822 | $5,620+74.8% | $4,952+98.3% | $4,741+107.2% |
| Participant deferral / active EE | $9,265 | $6,447+43.7% | $5,638+64.3% | $6,400+44.8% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |