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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,388 | $167,353+35.9% | $143,797+58.1% | $134,545+69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.05% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $8,488 | $5,620+51.0% | $4,952+71.4% | $4,742+79.0% |
| Participant deferral / active EE | $6,540 | $6,447+1.4% | $5,638+16.0% | $6,401+2.2% |
| Admin fee / account holder | $48 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |