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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,970 | $167,533+18.8% | $151,645+31.2% | $134,545+47.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.91% | 7.81%-17.7pp | 3.34%-13.3pp | 418.37%-428.3pp |
| Employer contribution / active EE | $9,226 | $6,828+35.1% | $6,165+49.6% | $4,742+94.6% |
| Participant deferral / active EE | $8,000 | $8,985-11.0% | $8,363-4.3% | $6,401+25.0% |
| Admin fee / account holder | $106 | $13,781-99.2% | $11,614-99.1% | $11,431-99.1% |