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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,273 | $167,362+21.5% | $143,799+41.4% | $134,532+51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.58% | 0.47%-16.1pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $13,822 | $5,620+145.9% | $4,952+179.1% | $4,741+191.5% |
| Participant deferral / active EE | $11,522 | $6,447+78.7% | $5,638+104.4% | $6,401+80.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |