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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,551 | $127,387+39.4% | $115,038+54.3% | $125,389+41.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.50% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,065 | $5,166-79.4% | $4,608-76.9% | $4,866-78.1% |
| Participant deferral / active EE | $4,747 | $6,423-26.1% | $6,026-21.2% | $5,352-11.3% |
| Admin fee / account holder | $210 | $9,516-97.8% | $8,175-97.4% | $9,541-97.8% |