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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,255 | $167,353+14.9% | $143,797+33.7% | $134,545+42.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.76% | 0.48%-20.2pp | -0.04%-19.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $10,360 | $5,620+84.3% | $4,952+109.2% | $4,742+118.5% |
| Participant deferral / active EE | $7,290 | $6,447+13.1% | $5,638+29.3% | $6,401+13.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |