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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,092 | $140,592-7.5% | $123,106+5.7% | $125,388+3.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.05% | 16.80%-19.8pp | 13.22%-16.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $7,606 | $6,041+25.9% | $5,151+47.7% | $4,866+56.3% |
| Participant deferral / active EE | $8,386 | $6,980+20.1% | $6,229+34.6% | $5,352+56.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |