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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,722 | $167,504-2.3% | $151,628+8.0% | $134,509+21.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.94% | 7.81%-5.9pp | 3.34%-1.4pp | 418.13%-416.2pp |
| Employer contribution / active EE | $12,709 | $6,828+86.1% | $6,165+106.1% | $4,741+168.1% |
| Participant deferral / active EE | $10,907 | $8,985+21.4% | $8,363+30.4% | $6,400+70.4% |
| Admin fee / account holder | $24 | $13,779-99.8% | $11,613-99.8% | $11,427-99.8% |