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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,938 | $167,352+30.8% | $143,788+52.3% | $134,509+62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.35% | 0.47%-15.8pp | -0.03%-15.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $13,617 | $5,620+142.3% | $4,952+175.0% | $4,741+187.2% |
| Participant deferral / active EE | $7,914 | $6,447+22.8% | $5,638+40.4% | $6,400+23.7% |
| Admin fee / account holder | $94 | $18,091-99.5% | $14,675-99.4% | $11,427-99.2% |