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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,433 | $167,362+2.4% | $143,799+19.2% | $134,532+27.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.08% | 0.47%-15.6pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,335 | $5,620-76.2% | $4,952-73.0% | $4,741-71.8% |
| Participant deferral / active EE | $6,867 | $6,447+6.5% | $5,638+21.8% | $6,401+7.3% |
| Admin fee / account holder | $7 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |