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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,161 | $167,362+22.0% | $143,799+42.0% | $134,532+51.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.20% | 0.47%-8.7pp | -0.04%-8.2pp | 418.27%-426.5pp |
| Employer contribution / active EE | $6,723 | $5,620+19.6% | $4,952+35.8% | $4,741+41.8% |
| Participant deferral / active EE | $7,491 | $6,447+16.2% | $5,638+32.9% | $6,401+17.0% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |