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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,962 | $167,353-8.6% | $143,797+6.4% | $134,545+13.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.72% | 0.48%-20.2pp | -0.04%-19.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $6,125 | $5,620+9.0% | $4,952+23.7% | $4,742+29.2% |
| Participant deferral / active EE | $6,641 | $6,447+3.0% | $5,638+17.8% | $6,401+3.8% |
| Admin fee / account holder | $18 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |