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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,325 | $167,353+20.3% | $143,797+40.0% | $134,545+49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.39% | 0.48%-18.9pp | -0.04%-18.3pp | 418.37%-436.8pp |
| Employer contribution / active EE | $16,700 | $5,620+197.1% | $4,952+237.2% | $4,742+252.2% |
| Participant deferral / active EE | $13,671 | $6,447+112.0% | $5,638+142.5% | $6,401+113.6% |
| Admin fee / account holder | $209 | $18,096-98.8% | $14,679-98.6% | $11,431-98.2% |