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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,433 | $127,387-3.1% | $115,038+7.3% | $125,389-1.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.37% | 31.28%-29.9pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $8,161 | $5,166+58.0% | $4,608+77.1% | $4,866+67.7% |
| Participant deferral / active EE | $4,470 | $6,423-30.4% | $6,026-25.8% | $5,352-16.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |