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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,266 | $75,935+138.7% | $60,547+199.4% | $125,389+44.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 2.91% | -5.38%+8.3pp | 335.64%-332.7pp | 282.24%-279.3pp |
| Employer contribution / active EE | $3,470 | $3,438+0.9% | $2,419+43.4% | $4,866-28.7% |
| Participant deferral / active EE | $6,988 | $4,506+55.1% | $3,328+110.0% | $5,352+30.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |