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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,683 | $127,387+94.4% | $115,038+115.3% | $125,389+97.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.05% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $5,778 | $5,166+11.8% | $4,608+25.4% | $4,866+18.7% |
| Participant deferral / active EE | $8,409 | $6,423+30.9% | $6,026+39.5% | $5,352+57.1% |
| Admin fee / account holder | $97 | $9,516-99.0% | $8,175-98.8% | $9,541-99.0% |