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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,448 | $167,522+15.5% | $151,639+27.6% | $134,532+43.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -14.29% | 7.81%-22.1pp | 3.34%-17.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $10,060 | $6,828+47.3% | $6,165+63.2% | $4,741+112.2% |
| Participant deferral / active EE | $12,883 | $8,986+43.4% | $8,363+54.0% | $6,401+101.3% |
| Admin fee / account holder | $91 | $13,780-99.3% | $11,613-99.2% | $11,429-99.2% |