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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,436 | $158,852+4.1% | $121,220+36.5% | $135,380+22.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.03% | -0.64%-3.4pp | 16.94%-21.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $5,840 | $5,666+3.1% | $4,023+45.2% | $4,779+22.2% |
| Participant deferral / active EE | $4,948 | $4,006+23.5% | $3,345+47.9% | $5,609-11.8% |
| Admin fee / account holder | $109 | $6,515-98.3% | $5,021-97.8% | $10,828-99.0% |