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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,731 | $167,353+22.3% | $143,797+42.4% | $134,545+52.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $6,652 | $5,620+18.4% | $4,952+34.3% | $4,742+40.3% |
| Participant deferral / active EE | $5,462 | $6,447-15.3% | $5,638-3.1% | $6,401-14.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |