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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,347 | $211,946-20.1% | $169,452-0.1% | $135,380+25.1% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.84% | 3.26%-9.1pp | 1.83%-7.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $11,111 | $5,117+117.1% | $4,157+167.3% | $4,779+132.5% |
| Participant deferral / active EE | $12,205 | $6,075+100.9% | $5,277+131.3% | $5,609+117.6% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |