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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,872 | $167,362+21.2% | $143,799+41.1% | $134,532+50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $28,366 | $5,620+404.7% | $4,952+472.8% | $4,741+498.3% |
| Participant deferral / active EE | $13,717 | $6,447+112.7% | $5,638+143.3% | $6,401+114.3% |
| Admin fee / account holder | $112 | $18,094-99.4% | $14,677-99.2% | $11,429-99.0% |