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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,038 | $113,941+0.1% | $94,229+21.0% | $125,389-9.1% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -0.57% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.8pp |
| Employer contribution / active EE | $8,368 | $4,727+77.0% | $3,587+133.3% | $4,866+72.0% |
| Participant deferral / active EE | $6,675 | $5,179+28.9% | $4,320+54.5% | $5,352+24.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |