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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,971 | $167,353-2.6% | $143,797+13.3% | $134,545+21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.97% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $7,233 | $5,620+28.7% | $4,952+46.0% | $4,742+52.5% |
| Participant deferral / active EE | $8,769 | $6,447+36.0% | $5,638+55.5% | $6,401+37.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |