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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,240 | $127,387+6.2% | $115,038+17.6% | $125,389+7.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $20,855 | $5,166+303.7% | $4,608+352.6% | $4,866+328.6% |
| Participant deferral / active EE | $11,978 | $6,423+86.5% | $6,026+98.8% | $5,352+123.8% |
| Admin fee / account holder | $23 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |