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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,539 | $127,387+77.1% | $115,038+96.1% | $125,389+79.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.54% | 31.28%-30.7pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $27,080 | $5,166+424.2% | $4,608+487.7% | $4,866+456.5% |
| Participant deferral / active EE | $2,080 | $6,423-67.6% | $6,026-65.5% | $5,352-61.1% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |