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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,431 | $167,353-17.9% | $143,797-4.4% | $134,545+2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.21% | 0.48%-11.7pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $7,661 | $5,620+36.3% | $4,952+54.7% | $4,742+61.6% |
| Participant deferral / active EE | $6,455 | $6,447+0.1% | $5,638+14.5% | $6,401+0.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |