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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,317 | $167,533-10.3% | $151,645-0.9% | $134,545+11.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.50% | 7.81%-10.3pp | 3.34%-5.8pp | 418.37%-420.9pp |
| Employer contribution / active EE | $22,029 | $6,828+222.6% | $6,165+257.3% | $4,742+364.6% |
| Participant deferral / active EE | $14,341 | $8,985+59.6% | $8,363+71.5% | $6,401+124.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |