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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,558 | $140,592+61.9% | $123,105+84.8% | $125,389+81.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.69% | 16.80%-18.5pp | 13.22%-14.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $26,750 | $6,041+342.8% | $5,151+419.3% | $4,866+449.7% |
| Participant deferral / active EE | $2,769 | $6,980-60.3% | $6,229-55.6% | $5,352-48.3% |
| Admin fee / account holder | $58 | $11,198-99.5% | $9,014-99.4% | $9,541-99.4% |