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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,947 | $167,533+29.5% | $151,645+43.1% | $134,545+61.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.20% | 7.81%-10.0pp | 3.34%-5.5pp | 418.37%-420.6pp |
| Employer contribution / active EE | $7,052 | $6,828+3.3% | $6,165+14.4% | $4,742+48.7% |
| Participant deferral / active EE | $12,570 | $8,985+39.9% | $8,363+50.3% | $6,401+96.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |