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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,375 | $127,386+84.0% | $115,037+103.7% | $125,388+86.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.63% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,235 | $5,166-76.1% | $4,608-73.2% | $4,866-74.6% |
| Participant deferral / active EE | $14,575 | $6,423+126.9% | $6,026+141.8% | $5,352+172.3% |
| Admin fee / account holder | $11 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |