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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,605 | $127,387-4.5% | $115,038+5.7% | $125,389-3.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.15% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,421 | $5,166-33.8% | $4,608-25.8% | $4,866-29.7% |
| Participant deferral / active EE | $13,750 | $6,423+114.1% | $6,026+128.2% | $5,352+156.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |