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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,864 | $167,522+40.2% | $151,639+54.9% | $134,532+74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.19% | 7.81%-16.0pp | 3.34%-11.5pp | 418.27%-426.5pp |
| Employer contribution / active EE | $14,740 | $6,828+115.9% | $6,165+139.1% | $4,741+210.9% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |