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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,137 | $167,533+15.3% | $151,645+27.4% | $134,545+43.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.91% | 7.81%-28.7pp | 3.34%-24.2pp | 418.37%-439.3pp |
| Employer contribution / active EE | $13,201 | $6,828+93.3% | $6,165+114.1% | $4,742+178.4% |
| Participant deferral / active EE | $8,073 | $8,985-10.2% | $8,363-3.5% | $6,401+26.1% |
| Admin fee / account holder | $98 | $13,781-99.3% | $11,614-99.2% | $11,431-99.1% |