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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,711 | $127,387+34.8% | $115,038+49.3% | $125,389+36.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.91% | 31.28%-34.2pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $10,479 | $5,166+102.8% | $4,608+127.4% | $4,866+115.3% |
| Participant deferral / active EE | $9,672 | $6,423+50.6% | $6,026+60.5% | $5,352+80.7% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |