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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,370 | $113,941+1.3% | $94,228+22.4% | $125,388-8.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.49% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $5,474 | $4,727+15.8% | $3,587+52.6% | $4,866+12.5% |
| Participant deferral / active EE | $6,411 | $5,179+23.8% | $4,320+48.4% | $5,352+19.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |