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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,664 | $167,533+10.2% | $151,645+21.8% | $134,545+37.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.99% | 7.81%-23.8pp | 3.34%-19.3pp | 418.37%-434.4pp |
| Employer contribution / active EE | $14,644 | $6,828+114.5% | $6,165+137.5% | $4,742+208.8% |
| Participant deferral / active EE | $13,087 | $8,985+45.7% | $8,363+56.5% | $6,401+104.4% |
| Admin fee / account holder | $56 | $13,781-99.6% | $11,614-99.5% | $11,431-99.5% |