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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,408 | $211,946+4.0% | $169,452+30.1% | $135,379+62.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.15% | 3.26%-10.4pp | 1.83%-9.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $23,167 | $5,117+352.7% | $4,157+457.3% | $4,779+384.8% |
| Participant deferral / active EE | $18,417 | $6,075+203.1% | $5,277+249.0% | $5,609+228.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |