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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,435 | $127,387-19.6% | $115,038-11.0% | $125,389-18.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.25% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $5,863 | $5,166+13.5% | $4,608+27.2% | $4,866+20.5% |
| Participant deferral / active EE | $6,788 | $6,423+5.7% | $6,026+12.6% | $5,352+26.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |