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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,233 | $127,387+0.7% | $115,038+11.5% | $125,389+2.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.20% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,454 | $5,166-33.1% | $4,608-25.0% | $4,866-29.0% |
| Participant deferral / active EE | $17,625 | $6,423+174.4% | $6,026+192.5% | $5,352+229.3% |
| Admin fee / account holder | $3 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |