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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,777 | $167,353+31.3% | $143,797+52.8% | $134,545+63.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.74% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $6,373 | $5,620+13.4% | $4,952+28.7% | $4,742+34.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $117 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |