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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,682 | $140,578+64.8% | $100,671+130.1% | $125,389+84.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.58% | 24.67%-24.1pp | 20.43%-19.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $9,108 | $5,965+52.7% | $4,012+127.0% | $4,866+87.2% |
| Participant deferral / active EE | $9,000 | $3,981+126.1% | $3,144+186.3% | $5,352+68.2% |
| Admin fee / account holder | $69 | $6,716-99.0% | $4,850-98.6% | $9,541-99.3% |