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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,882 | $167,522+24.7% | $151,639+37.7% | $134,532+55.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.24% | 7.81%-26.0pp | 3.34%-21.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $17,840 | $6,828+161.3% | $6,165+189.4% | $4,741+276.3% |
| Participant deferral / active EE | $12,244 | $8,986+36.3% | $8,363+46.4% | $6,401+91.3% |
| Admin fee / account holder | $7 | $13,780-100.0% | $11,613-99.9% | $11,429-99.9% |