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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,498 | $154,193-16.7% | $130,045-1.2% | $139,466-7.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.81% | 32.51%-14.7pp | -137.30%+155.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $5,508 | $5,292+4.1% | $4,321+27.5% | $4,754+15.9% |
| Participant deferral / active EE | $18,878 | $6,709+181.4% | $5,820+224.4% | $6,712+181.3% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |