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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,648 | $127,387+8.1% | $115,038+19.7% | $125,389+9.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.17% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $13,848 | $5,166+168.1% | $4,608+200.5% | $4,866+184.6% |
| Participant deferral / active EE | $11,625 | $6,423+81.0% | $6,026+92.9% | $5,352+117.2% |
| Admin fee / account holder | $80 | $9,516-99.2% | $8,175-99.0% | $9,541-99.2% |