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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,661 | $167,362-10.0% | $143,799+4.8% | $134,532+12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.36% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $8,411 | $5,620+49.6% | $4,952+69.8% | $4,741+77.4% |
| Participant deferral / active EE | $14,954 | $6,447+131.9% | $5,638+165.2% | $6,401+133.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |