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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,687 | $167,522+31.1% | $151,639+44.9% | $134,532+63.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.30% | 7.81%-24.1pp | 3.34%-19.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $5,645 | $6,828-17.3% | $6,165-8.4% | $4,741+19.1% |
| Participant deferral / active EE | $5,587 | $8,986-37.8% | $8,363-33.2% | $6,401-12.7% |
| Admin fee / account holder | $272 | $13,780-98.0% | $11,613-97.7% | $11,429-97.6% |