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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,873 | $167,362+28.4% | $143,799+49.4% | $134,532+59.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.65% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $8,287 | $5,620+47.4% | $4,952+67.3% | $4,741+74.8% |
| Participant deferral / active EE | $7,053 | $6,447+9.4% | $5,638+25.1% | $6,401+10.2% |
| Admin fee / account holder | $177 | $18,094-99.0% | $14,677-98.8% | $11,429-98.5% |