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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,566 | $167,353+40.2% | $143,797+63.1% | $134,545+74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.60% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,156 | $5,620-43.8% | $4,952-36.3% | $4,742-33.4% |
| Participant deferral / active EE | $12,525 | $6,447+94.3% | $5,638+122.1% | $6,401+95.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |