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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,751 | $167,533-7.0% | $151,645+2.7% | $134,545+15.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.26% | 7.81%-14.1pp | 3.34%-9.6pp | 418.37%-424.6pp |
| Employer contribution / active EE | $8,875 | $6,828+30.0% | $6,165+44.0% | $4,742+87.2% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |