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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,565 | $175,646-27.9% | $129,118-2.0% | $134,545-5.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -17.99% | -11.39%-6.6pp | -10.94%-7.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $7,067 | $6,355+11.2% | $5,051+39.9% | $4,742+49.0% |
| Participant deferral / active EE | $11,827 | $7,970+48.4% | $6,539+80.9% | $6,401+84.8% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |