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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,815 | $167,533+22.9% | $151,645+35.7% | $134,545+53.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.77% | 7.81%-26.6pp | 3.34%-22.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $4,923 | $6,828-27.9% | $6,165-20.1% | $4,742+3.8% |
| Participant deferral / active EE | $13,928 | $8,985+55.0% | $8,363+66.5% | $6,401+117.6% |
| Admin fee / account holder | $8 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |