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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,914 | $167,522+15.2% | $151,639+27.2% | $134,532+43.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.30% | 7.81%-26.1pp | 3.34%-21.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,782 | $6,828-73.9% | $6,165-71.1% | $4,741-62.4% |
| Participant deferral / active EE | $18,433 | $8,986+105.1% | $8,363+120.4% | $6,401+188.0% |
| Admin fee / account holder | $17 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |