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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,837 | $127,387-5.9% | $115,038+4.2% | $125,389-4.4% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,112 | $5,166-59.1% | $4,608-54.2% | $4,866-56.6% |
| Participant deferral / active EE | $4,797 | $6,423-25.3% | $6,026-20.4% | $5,352-10.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |