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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,645 | $127,387+57.5% | $115,038+74.4% | $125,389+60.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.27% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $13,462 | $5,166+160.6% | $4,608+192.2% | $4,866+176.6% |
| Participant deferral / active EE | $11,747 | $6,423+82.9% | $6,026+94.9% | $5,352+119.5% |
| Admin fee / account holder | $32 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |