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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,135 | $127,386+14.7% | $115,037+27.0% | $125,388+16.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -3.08% | 31.28%-34.4pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,177 | $5,166-57.9% | $4,608-52.7% | $4,866-55.3% |
| Participant deferral / active EE | $4,122 | $6,423-35.8% | $6,026-31.6% | $5,352-23.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |