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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,346 | $167,362+3.0% | $143,799+19.9% | $134,532+28.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.02% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $5,866 | $5,620+4.4% | $4,952+18.5% | $4,741+23.7% |
| Participant deferral / active EE | $13,084 | $6,447+102.9% | $5,638+132.1% | $6,401+104.4% |
| Admin fee / account holder | $14 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |