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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,175 | $127,387+59.5% | $115,038+76.6% | $125,389+62.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.13% | 31.28%-29.1pp | 26.14%-24.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $4,870 | $5,166-5.7% | $4,608+5.7% | $4,866+0.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |