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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,612 | $127,387+85.0% | $115,038+104.8% | $125,389+87.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.26% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,380 | $5,166-73.3% | $4,608-70.1% | $4,866-71.6% |
| Participant deferral / active EE | $10,967 | $6,423+70.7% | $6,026+82.0% | $5,352+104.9% |
| Admin fee / account holder | $297 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |