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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,122 | $127,387+65.7% | $115,038+83.5% | $125,389+68.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.61% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $13,849 | $5,166+168.1% | $4,608+200.6% | $4,866+184.6% |
| Participant deferral / active EE | $11,316 | $6,423+76.2% | $6,026+87.8% | $5,352+111.5% |
| Admin fee / account holder | $271 | $9,516-97.2% | $8,175-96.7% | $9,541-97.2% |