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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,854 | $167,362+17.0% | $143,799+36.2% | $134,532+45.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.07% | 0.47%+1.6pp | -0.04%+2.1pp | 418.27%-416.2pp |
| Employer contribution / active EE | $7,151 | $5,620+27.2% | $4,952+44.4% | $4,741+50.8% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $50 | $18,094-99.7% | $14,677-99.7% | $11,429-99.6% |