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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,414 | $167,522-4.2% | $151,639+5.8% | $134,532+19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.50% | 7.81%-23.3pp | 3.34%-18.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $13,400 | $6,828+96.3% | $6,165+117.4% | $4,741+182.6% |
| Participant deferral / active EE | $22,841 | $8,986+154.2% | $8,363+173.1% | $6,401+256.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |