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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,080 | $167,353+35.7% | $143,797+57.9% | $134,545+68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.24% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $12,691 | $5,620+125.8% | $4,952+156.3% | $4,742+167.6% |
| Participant deferral / active EE | $7,253 | $6,447+12.5% | $5,638+28.6% | $6,401+13.3% |
| Admin fee / account holder | $102 | $18,096-99.4% | $14,679-99.3% | $11,431-99.1% |