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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,871 | $167,533-18.9% | $151,645-10.4% | $134,545+1.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.40% | 7.81%-17.2pp | 3.34%-12.7pp | 418.37%-427.8pp |
| Employer contribution / active EE | $6,322 | $6,828-7.4% | $6,165+2.5% | $4,742+33.3% |
| Participant deferral / active EE | $9,446 | $8,985+5.1% | $8,363+13.0% | $6,401+47.6% |
| Admin fee / account holder | $9 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |