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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,988 | $167,362+12.3% | $143,799+30.7% | $134,532+39.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.26% | 0.47%-12.7pp | -0.04%-12.2pp | 418.27%-430.5pp |
| Employer contribution / active EE | $2,827 | $5,620-49.7% | $4,952-42.9% | $4,741-40.4% |
| Participant deferral / active EE | $8,438 | $6,447+30.9% | $5,638+49.7% | $6,401+31.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |