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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,996 | $167,353+36.8% | $143,797+59.2% | $134,545+70.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.83% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $32,406 | $5,620+476.6% | $4,952+554.4% | $4,742+583.5% |
| Participant deferral / active EE | $20,750 | $6,447+221.8% | $5,638+268.0% | $6,401+224.2% |
| Admin fee / account holder | $15 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |