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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,000 | $127,387+59.4% | $115,038+76.5% | $125,389+61.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.11% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $6,198 | $5,166+20.0% | $4,608+34.5% | $4,866+27.4% |
| Participant deferral / active EE | $8,354 | $6,423+30.1% | $6,026+38.6% | $5,352+56.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |