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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,245 | $167,522-7.3% | $151,639+2.4% | $134,532+15.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.60% | 7.81%-28.4pp | 3.34%-23.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $9,792 | $6,828+43.4% | $6,165+58.8% | $4,741+106.5% |
| Participant deferral / active EE | $16,788 | $8,986+86.8% | $8,363+100.7% | $6,401+162.3% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |