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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,366 | $140,578+29.7% | $100,671+81.2% | $125,389+45.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.46% | 24.67%-28.1pp | 20.43%-23.9pp | 282.24%-285.7pp |
| Employer contribution / active EE | $11,440 | $5,965+91.8% | $4,012+185.1% | $4,866+135.1% |
| Participant deferral / active EE | $11,800 | $3,981+196.4% | $3,144+275.4% | $5,352+120.5% |
| Admin fee / account holder | $38 | $6,716-99.4% | $4,850-99.2% | $9,541-99.6% |