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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,537 | $113,941+45.3% | $94,229+75.7% | $125,389+32.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.10% | 5.29%-5.4pp | 10.68%-10.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $8,562 | $4,727+81.1% | $3,587+138.7% | $4,866+76.0% |
| Participant deferral / active EE | $10,501 | $5,179+102.8% | $4,320+143.1% | $5,352+96.2% |
| Admin fee / account holder | $30 | $8,392-99.6% | $6,269-99.5% | $9,541-99.7% |