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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,238 | $167,362+5.9% | $143,799+23.3% | $134,532+31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | 0.47%-20.5pp | -0.04%-19.9pp | 418.27%-438.3pp |
| Employer contribution / active EE | $19,898 | $5,620+254.0% | $4,952+301.8% | $4,741+319.7% |
| Participant deferral / active EE | $13,825 | $6,447+114.4% | $5,638+145.2% | $6,401+116.0% |
| Admin fee / account holder | $5 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |