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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,969 | $167,533-9.9% | $151,645-0.4% | $134,545+12.2% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -12.76% | 7.81%-20.6pp | 3.34%-16.1pp | 418.37%-431.1pp |
| Employer contribution / active EE | $8,112 | $6,828+18.8% | $6,165+31.6% | $4,742+71.1% |
| Participant deferral / active EE | $15,494 | $8,985+72.4% | $8,363+85.3% | $6,401+142.0% |
| Admin fee / account holder | $4 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |