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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,572 | $167,362+4.3% | $143,799+21.4% | $134,532+29.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.97% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $8,261 | $5,620+47.0% | $4,952+66.8% | $4,741+74.2% |
| Participant deferral / active EE | $6,868 | $6,447+6.5% | $5,638+21.8% | $6,401+7.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |