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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,657 | $167,522+46.6% | $151,639+62.0% | $134,532+82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.54% | 7.81%-25.3pp | 3.34%-20.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $15,304 | $6,828+124.1% | $6,165+148.2% | $4,741+222.8% |
| Participant deferral / active EE | $15,325 | $8,986+70.5% | $8,363+83.2% | $6,401+139.4% |
| Admin fee / account holder | $61 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |