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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,531 | $113,941+11.0% | $94,229+34.3% | $125,389+0.9% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | -0.96% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $8,081 | $4,727+71.0% | $3,587+125.3% | $4,866+66.1% |
| Participant deferral / active EE | $5,098 | $5,179-1.6% | $4,320+18.0% | $5,352-4.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |