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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,239 | $167,362+8.3% | $143,799+26.0% | $134,532+34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.53% | 0.47%-11.0pp | -0.04%-10.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $4,785 | $5,620-14.9% | $4,952-3.4% | $4,741+0.9% |
| Participant deferral / active EE | $8,630 | $6,447+33.9% | $5,638+53.1% | $6,401+34.8% |
| Admin fee / account holder | $9 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |