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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,023 | $142,392+30.6% | $119,622+55.5% | $134,532+38.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | -12.46%-2.3pp | -14.98%+0.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $16,297 | $5,224+212.0% | $4,232+285.1% | $4,741+243.7% |
| Participant deferral / active EE | $21,224 | $6,467+228.2% | $5,601+279.0% | $6,401+231.6% |
| Admin fee / account holder | $10 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |