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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,386 | $167,353+33.5% | $143,797+55.3% | $134,545+66.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.99% | 0.48%-4.5pp | -0.04%-4.0pp | 418.37%-422.4pp |
| Employer contribution / active EE | $1,235 | $5,620-78.0% | $4,952-75.1% | $4,742-74.0% |
| Participant deferral / active EE | $6,279 | $6,447-2.6% | $5,638+11.4% | $6,401-1.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |