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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,004 | $127,387+9.1% | $115,038+20.8% | $125,389+10.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.76% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $8,013 | $5,166+55.1% | $4,608+73.9% | $4,866+64.7% |
| Participant deferral / active EE | $5,114 | $6,423-20.4% | $6,026-15.1% | $5,352-4.4% |
| Admin fee / account holder | $221 | $9,516-97.7% | $8,175-97.3% | $9,541-97.7% |