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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,601 | $167,533+7.8% | $151,645+19.1% | $134,545+34.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.03% | 7.81%-25.8pp | 3.34%-21.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $6,376 | $6,828-6.6% | $6,165+3.4% | $4,742+34.5% |
| Participant deferral / active EE | $13,682 | $8,985+52.3% | $8,363+63.6% | $6,401+113.7% |
| Admin fee / account holder | $73 | $13,781-99.5% | $11,614-99.4% | $11,431-99.4% |