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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,589 | $127,387+70.0% | $115,038+88.3% | $125,389+72.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.07% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $16,460 | $5,166+218.6% | $4,608+257.2% | $4,866+238.3% |
| Participant deferral / active EE | $8,769 | $6,423+36.5% | $6,026+45.5% | $5,352+63.8% |
| Admin fee / account holder | $117 | $9,516-98.8% | $8,175-98.6% | $9,541-98.8% |