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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,932 | $167,353+5.7% | $143,797+23.0% | $134,545+31.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.90% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $7,452 | $5,620+32.6% | $4,952+50.5% | $4,742+57.2% |
| Participant deferral / active EE | $3,846 | $6,447-40.3% | $5,638-31.8% | $6,401-39.9% |
| Admin fee / account holder | $173 | $18,096-99.0% | $14,679-98.8% | $11,431-98.5% |