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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,412 | $127,387-6.3% | $115,038+3.8% | $125,389-4.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.40% | 31.28%-34.7pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $5,108 | $5,166-1.1% | $4,608+10.9% | $4,866+5.0% |
| Participant deferral / active EE | $8,941 | $6,423+39.2% | $6,026+48.4% | $5,352+67.1% |
| Admin fee / account holder | $20 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |