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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,677 | $127,096+3.6% | $105,736+24.5% | $135,380-2.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | -3.73% | 4.49%-8.2pp | 6.27%-10.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $5,947 | $4,107+44.8% | $3,268+82.0% | $4,779+24.4% |
| Participant deferral / active EE | $5,594 | $5,064+10.5% | $4,080+37.1% | $5,609-0.3% |
| Admin fee / account holder | $38 | $9,087-99.6% | $6,913-99.4% | $10,828-99.6% |