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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,034 | $84,518+130.8% | $67,704+188.1% | $125,389+55.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.14% | 2.57%-1.4pp | 25.41%-24.3pp | 282.24%-281.1pp |
| Employer contribution / active EE | $14,281 | $3,292+333.8% | $2,559+458.0% | $4,866+193.5% |
| Participant deferral / active EE | $6,500 | $4,430+46.7% | $3,585+81.3% | $5,352+21.5% |
| Admin fee / account holder | $16 | $5,340-99.7% | $4,255-99.6% | $9,541-99.8% |