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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,187 | $127,387+43.0% | $115,038+58.4% | $125,389+45.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.02% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $8,690 | $5,166+68.2% | $4,608+88.6% | $4,866+78.6% |
| Participant deferral / active EE | $8,013 | $6,423+24.8% | $6,026+33.0% | $5,352+49.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |