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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,464 | $167,353+3.1% | $143,797+19.9% | $134,545+28.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.29% | 0.48%-11.8pp | -0.04%-11.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $6,011 | $5,620+6.9% | $4,952+21.4% | $4,742+26.8% |
| Participant deferral / active EE | $5,333 | $6,447-17.3% | $5,638-5.4% | $6,401-16.7% |
| Admin fee / account holder | $115 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |