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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,743 | $167,533+48.5% | $151,645+64.0% | $134,545+84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.58% | 7.81%-22.4pp | 3.34%-17.9pp | 418.37%-433.0pp |
| Employer contribution / active EE | $17,508 | $6,828+156.4% | $6,165+184.0% | $4,742+269.3% |
| Participant deferral / active EE | $12,800 | $8,985+42.5% | $8,363+53.1% | $6,401+100.0% |
| Admin fee / account holder | $2 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |