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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,175 | $167,362+25.0% | $143,799+45.5% | $134,532+55.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.98% | 0.47%-19.5pp | -0.04%-18.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $7,178 | $5,620+27.7% | $4,952+45.0% | $4,741+51.4% |
| Participant deferral / active EE | $7,971 | $6,447+23.6% | $5,638+41.4% | $6,401+24.5% |
| Admin fee / account holder | $72 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |