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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,717 | $167,353-2.2% | $143,797+13.9% | $134,545+21.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.38% | 0.48%-15.9pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $10,694 | $5,620+90.3% | $4,952+115.9% | $4,742+125.5% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |