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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,907 | $167,533+11.6% | $151,645+23.3% | $134,545+38.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.63% | 7.81%-27.4pp | 3.34%-23.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $12,036 | $6,828+76.3% | $6,165+95.2% | $4,742+153.8% |
| Participant deferral / active EE | $10,669 | $8,985+18.7% | $8,363+27.6% | $6,401+66.7% |
| Admin fee / account holder | $17 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |