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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,342 | $167,362+14.3% | $143,799+33.1% | $134,532+42.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.44% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $8,874 | $5,620+57.9% | $4,952+79.2% | $4,741+87.2% |
| Participant deferral / active EE | $8,339 | $6,447+29.3% | $5,638+47.9% | $6,401+30.3% |
| Admin fee / account holder | $14 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |