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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,537 | $131,835+81.7% | $108,582+120.6% | $273,972-12.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.36% | -91.57%+99.9pp | -51.70%+60.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $9,499 | $4,913+93.4% | $3,758+152.7% | $4,869+95.1% |
| Participant deferral / active EE | $12,474 | $5,127+143.3% | $4,311+189.4% | $5,287+135.9% |
| Admin fee / account holder | $212 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |