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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,286 | $167,353+49.0% | $143,797+73.4% | $134,545+85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.94% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $8,673 | $5,620+54.3% | $4,952+75.1% | $4,742+82.9% |
| Participant deferral / active EE | $13,000 | $6,447+101.6% | $5,638+130.6% | $6,401+103.1% |
| Admin fee / account holder | $13 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |