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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,838 | $167,352+44.5% | $143,788+68.2% | $134,509+79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.39% | 0.47%-6.9pp | -0.03%-6.4pp | 418.13%-424.5pp |
| Employer contribution / active EE | $18,720 | $5,620+233.1% | $4,952+278.1% | $4,741+294.9% |
| Participant deferral / active EE | $8,315 | $6,447+29.0% | $5,638+47.5% | $6,400+29.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |