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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,707 | $167,533+12.0% | $151,645+23.8% | $134,545+39.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.52% | 7.81%-22.3pp | 3.34%-17.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $8,054 | $6,828+17.9% | $6,165+30.6% | $4,742+69.9% |
| Participant deferral / active EE | $17,702 | $8,985+97.0% | $8,363+111.7% | $6,401+176.5% |
| Admin fee / account holder | $2 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |