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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,494 | $167,352+21.0% | $143,788+40.8% | $134,509+50.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.00% | 0.47%-14.5pp | -0.03%-14.0pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,400+321.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |