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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,438 | $167,362+12.6% | $143,799+31.0% | $134,532+40.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.63% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $4,991 | $5,620-11.2% | $4,952+0.8% | $4,741+5.3% |
| Participant deferral / active EE | $11,752 | $6,447+82.3% | $5,638+108.4% | $6,401+83.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |