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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,163 | $167,533+42.8% | $151,645+57.7% | $134,545+77.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.51% | 7.81%-4.3pp | 3.34%+0.2pp | 418.37%-414.9pp |
| Employer contribution / active EE | $8,017 | $6,828+17.4% | $6,165+30.0% | $4,742+69.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |