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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,863 | $167,533+20.5% | $151,645+33.1% | $134,545+50.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.19% | 7.81%-27.0pp | 3.34%-22.5pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $20,950 | $8,985+133.2% | $8,363+150.5% | $6,401+227.3% |
| Admin fee / account holder | $287 | $13,781-97.9% | $11,614-97.5% | $11,431-97.5% |