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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,162 | $167,533+48.1% | $151,645+63.6% | $134,545+84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.57% | 7.81%-28.4pp | 3.34%-23.9pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,645 | $6,828-75.9% | $6,165-73.3% | $4,742-65.3% |
| Participant deferral / active EE | $14,400 | $8,985+60.3% | $8,363+72.2% | $6,401+125.0% |
| Admin fee / account holder | -$114 | $13,781-100.8% | $11,614-101.0% | $11,431-101.0% |