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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,549 | $167,522-14.3% | $151,639-5.3% | $134,532+6.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.18% | 7.81%-25.0pp | 3.34%-20.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $22,423 | $6,828+228.4% | $6,165+263.7% | $4,741+372.9% |
| Participant deferral / active EE | $14,175 | $8,986+57.7% | $8,363+69.5% | $6,401+121.5% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |