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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,827 | $167,362+19.4% | $143,799+39.0% | $134,532+48.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.90% | 0.47%-9.4pp | -0.04%-8.9pp | 418.27%-427.2pp |
| Employer contribution / active EE | $8,175 | $5,620+45.4% | $4,952+65.1% | $4,741+72.4% |
| Participant deferral / active EE | $6,879 | $6,447+6.7% | $5,638+22.0% | $6,401+7.5% |
| Admin fee / account holder | $127 | $18,094-99.3% | $14,677-99.1% | $11,429-98.9% |