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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,179 | $167,533-20.5% | $151,645-12.2% | $134,545-1.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.64% | 7.81%-24.5pp | 3.34%-20.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $7,800 | $6,828+14.2% | $6,165+26.5% | $4,742+64.5% |
| Participant deferral / active EE | $10,250 | $8,985+14.1% | $8,363+22.6% | $6,401+60.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |