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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,972 | $142,358+15.2% | $119,615+37.1% | $134,493+21.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.52% | -12.46%-2.1pp | -14.98%+0.5pp | 418.01%-432.5pp |
| Employer contribution / active EE | $26,918 | $5,223+415.4% | $4,232+536.0% | $4,740+467.9% |
| Participant deferral / active EE | $18,220 | $6,470+181.6% | $5,602+225.2% | $6,400+184.7% |
| Admin fee / account holder | $47 | $13,585-99.7% | $10,324-99.5% | $11,425-99.6% |