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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,185 | $167,362+13.6% | $143,799+32.3% | $134,532+41.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.29% | 0.47%-10.8pp | -0.04%-10.2pp | 418.27%-428.6pp |
| Employer contribution / active EE | $5,096 | $5,620-9.3% | $4,952+2.9% | $4,741+7.5% |
| Participant deferral / active EE | $6,674 | $6,447+3.5% | $5,638+18.4% | $6,401+4.3% |
| Admin fee / account holder | $176 | $18,094-99.0% | $14,677-98.8% | $11,429-98.5% |