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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,707 | $167,362+16.9% | $143,799+36.1% | $134,532+45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.74% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $11,492 | $5,620+104.5% | $4,952+132.1% | $4,741+142.4% |
| Participant deferral / active EE | $5,125 | $6,447-20.5% | $5,638-9.1% | $6,401-19.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |