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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,605 | $167,362+33.6% | $143,799+55.5% | $134,532+66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.45% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $18,006 | $5,620+220.4% | $4,952+263.6% | $4,741+279.8% |
| Participant deferral / active EE | $9,817 | $6,447+52.3% | $5,638+74.1% | $6,401+53.4% |
| Admin fee / account holder | $15 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |