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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,812 | $127,387+3.5% | $115,038+14.6% | $125,389+5.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.93% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $7,514 | $5,166+45.4% | $4,608+63.1% | $4,866+54.4% |
| Participant deferral / active EE | $9,461 | $6,423+47.3% | $6,026+57.0% | $5,352+76.8% |
| Admin fee / account holder | $26 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |