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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,765 | $140,592-3.4% | $123,105+10.3% | $125,389+8.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.36% | 16.80%-19.2pp | 13.22%-15.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $21,667 | $6,041+258.7% | $5,151+320.6% | $4,866+345.3% |
| Participant deferral / active EE | $7,100 | $6,980+1.7% | $6,229+14.0% | $5,352+32.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |