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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,445 | $211,946+4.5% | $169,452+30.7% | $135,380+63.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.48% | 3.26%+2.2pp | 1.83%+3.6pp | 519.81%-514.3pp |
| Employer contribution / active EE | $10,735 | $5,117+109.8% | $4,157+158.3% | $4,779+124.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |