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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,635 | $167,353+16.3% | $143,797+35.4% | $134,545+44.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.75% | 0.48%-14.2pp | -0.04%-13.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $8,486 | $5,620+51.0% | $4,952+71.4% | $4,742+79.0% |
| Participant deferral / active EE | $8,660 | $6,447+34.3% | $5,638+53.6% | $6,401+35.3% |
| Admin fee / account holder | $31 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |