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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,679 | $127,387+85.0% | $115,038+104.9% | $125,389+88.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.06% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $4,776 | $5,166-7.6% | $4,608+3.6% | $4,866-1.9% |
| Participant deferral / active EE | $8,650 | $6,423+34.7% | $6,026+43.5% | $5,352+61.6% |
| Admin fee / account holder | $26 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |