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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,547 | $86,655+51.8% | $119,615+10.0% | $66,923+96.6% |
| Participation rate | 99.4% | 75.6%+23.9pp | 79.3%+20.2pp | 69.8%+29.6pp |
| Annual return | 34.96% | -8.00%+43.0pp | -14.98%+49.9pp | 1.58%+33.4pp |
| Employer contribution / active EE | $8,047 | $2,536+217.3% | $4,232+90.1% | $2,545+216.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $5 | $755-99.3% | $10,324-99.9% | $593-99.1% |