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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,096 | $167,533+2.1% | $151,645+12.8% | $134,545+27.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.12% | 7.81%-26.9pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $4,158 | $6,828-39.1% | $6,165-32.6% | $4,742-12.3% |
| Participant deferral / active EE | $9,016 | $8,985+0.3% | $8,363+7.8% | $6,401+40.8% |
| Admin fee / account holder | $24 | $13,781-99.8% | $11,614-99.8% | $11,431-99.8% |