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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,122 | $142,361+16.7% | $119,608+38.9% | $134,509+23.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.94% | -12.46%+4.5pp | -14.98%+7.0pp | 418.13%-426.1pp |
| Employer contribution / active EE | $14,286 | $5,224+173.5% | $4,232+237.5% | $4,741+201.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7 | $13,588-99.9% | $10,326-99.9% | $11,427-99.9% |