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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,621 | $167,362+10.3% | $143,799+28.4% | $134,532+37.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.12% | 0.47%-12.6pp | -0.04%-12.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $21,359 | $5,620+280.0% | $4,952+331.3% | $4,741+350.5% |
| Participant deferral / active EE | $13,944 | $6,447+116.3% | $5,638+147.3% | $6,401+117.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |