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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,497 | $167,353+21.6% | $143,797+41.5% | $134,545+51.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.05% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $3,929 | $5,620-30.1% | $4,952-20.7% | $4,742-17.1% |
| Participant deferral / active EE | $7,647 | $6,447+18.6% | $5,638+35.6% | $6,401+19.5% |
| Admin fee / account holder | $264 | $18,096-98.5% | $14,679-98.2% | $11,431-97.7% |