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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,002 | $167,352+47.6% | $143,788+71.8% | $134,509+83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $7,783 | $5,620+38.5% | $4,952+57.2% | $4,741+64.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |