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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,576 | $167,362+20.4% | $143,799+40.2% | $134,532+49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.89% | 0.47%-17.4pp | -0.04%-16.8pp | 418.27%-435.2pp |
| Employer contribution / active EE | $7,353 | $5,620+30.8% | $4,952+48.5% | $4,741+55.1% |
| Participant deferral / active EE | $10,096 | $6,447+56.6% | $5,638+79.1% | $6,401+57.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |