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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,020 | $167,522+43.3% | $151,639+58.3% | $134,532+78.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.98% | 7.81%-28.8pp | 3.34%-24.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $12,793 | $6,828+87.4% | $6,165+107.5% | $4,741+169.8% |
| Participant deferral / active EE | $10,456 | $8,986+16.4% | $8,363+25.0% | $6,401+63.3% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |