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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,614 | $167,504+26.3% | $151,628+39.6% | $134,509+57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.54% | 7.81%-28.3pp | 3.34%-23.9pp | 418.13%-438.7pp |
| Employer contribution / active EE | $17,122 | $6,828+150.8% | $6,165+177.7% | $4,741+261.2% |
| Participant deferral / active EE | $9,535 | $8,985+6.1% | $8,363+14.0% | $6,400+49.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |