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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,702 | $127,387+19.9% | $115,038+32.7% | $125,389+21.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.64% | 31.28%-29.6pp | 26.14%-24.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $15,057 | $5,166+191.5% | $4,608+226.8% | $4,866+209.4% |
| Participant deferral / active EE | $13,885 | $6,423+116.2% | $6,026+130.4% | $5,352+159.4% |
| Admin fee / account holder | $78 | $9,516-99.2% | $8,175-99.0% | $9,541-99.2% |