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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,657 | $167,533+6.6% | $151,645+17.8% | $134,545+32.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.66% | 7.81%-24.5pp | 3.34%-20.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $18,398 | $6,828+169.4% | $6,165+198.4% | $4,742+288.0% |
| Participant deferral / active EE | $16,816 | $8,985+87.2% | $8,363+101.1% | $6,401+162.7% |
| Admin fee / account holder | $29 | $13,781-99.8% | $11,614-99.7% | $11,431-99.7% |