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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,991 | $127,387+88.4% | $115,038+108.6% | $125,389+91.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.57% | 31.28%-31.8pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,320 | $5,166-55.1% | $4,608-49.6% | $4,866-52.3% |
| Participant deferral / active EE | $7,174 | $6,423+11.7% | $6,026+19.0% | $5,352+34.1% |
| Admin fee / account holder | $187 | $9,516-98.0% | $8,175-97.7% | $9,541-98.0% |