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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,432 | $167,352+43.7% | $143,788+67.2% | $134,509+78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.21% | 0.47%-16.7pp | -0.03%-16.2pp | 418.13%-434.3pp |
| Employer contribution / active EE | $16,938 | $5,620+201.4% | $4,952+242.1% | $4,741+257.3% |
| Participant deferral / active EE | $18,707 | $6,447+190.2% | $5,638+231.8% | $6,400+192.3% |
| Admin fee / account holder | $30 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |