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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,566 | $167,522+49.0% | $151,639+64.6% | $134,532+85.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.76% | 7.81%-20.6pp | 3.34%-16.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $8,599 | $6,828+25.9% | $6,165+39.5% | $4,741+81.4% |
| Participant deferral / active EE | $19,450 | $8,986+116.4% | $8,363+132.6% | $6,401+203.9% |
| Admin fee / account holder | $4 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |