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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,560 | $167,362+25.8% | $143,799+46.4% | $134,532+56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.10% | 0.47%-18.6pp | -0.04%-18.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $9,558 | $5,620+70.1% | $4,952+93.0% | $4,741+101.6% |
| Participant deferral / active EE | $10,003 | $6,447+55.1% | $5,638+77.4% | $6,401+56.3% |
| Admin fee / account holder | $65 | $18,094-99.6% | $14,677-99.6% | $11,429-99.4% |