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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,413 | $167,362+38.3% | $143,799+60.9% | $134,532+72.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.45% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $40,500 | $5,620+620.6% | $4,952+717.8% | $4,741+754.2% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.3% |
| Admin fee / account holder | -$129 | $18,094-100.7% | $14,677-100.9% | $11,429-101.1% |