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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,995 | $167,533-2.7% | $151,645+7.5% | $134,545+21.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.92% | 7.81%-9.7pp | 3.34%-5.3pp | 418.37%-420.3pp |
| Employer contribution / active EE | $6,296 | $6,828-7.8% | $6,165+2.1% | $4,742+32.8% |
| Participant deferral / active EE | $19,150 | $8,985+113.1% | $8,363+129.0% | $6,401+199.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |