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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,059 | $127,387+0.5% | $115,038+11.3% | $125,389+2.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.98% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,733 | $5,166-66.5% | $4,608-62.4% | $4,866-64.4% |
| Participant deferral / active EE | $6,719 | $6,423+4.6% | $6,026+11.5% | $5,352+25.5% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |