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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,507 | $97,881+68.1% | $80,004+105.6% | $125,389+31.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.24% | 9.36%-9.6pp | 7.63%-7.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $16,226 | $3,128+418.8% | $2,473+556.2% | $4,866+233.4% |
| Participant deferral / active EE | $14,669 | $3,744+291.8% | $3,204+357.9% | $5,352+174.1% |
| Admin fee / account holder | $39 | $6,278-99.4% | $5,033-99.2% | $9,541-99.6% |