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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,487 | $127,387+76.2% | $115,038+95.1% | $125,389+79.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.09% | 31.28%-28.2pp | 26.14%-23.1pp | 282.24%-279.2pp |
| Employer contribution / active EE | $3,319 | $5,166-35.7% | $4,608-28.0% | $4,866-31.8% |
| Participant deferral / active EE | $8,325 | $6,423+29.6% | $6,026+38.1% | $5,352+55.6% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |