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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,433 | $167,362+23.9% | $143,799+44.3% | $134,532+54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.88% | 0.47%-16.4pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,815 | $5,620-32.1% | $4,952-23.0% | $4,741-19.5% |
| Participant deferral / active EE | $8,606 | $6,447+33.5% | $5,638+52.6% | $6,401+34.5% |
| Admin fee / account holder | $17 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |