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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,550 | $127,387+72.3% | $115,038+90.9% | $125,389+75.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.42% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,397 | $5,166-73.0% | $4,608-69.7% | $4,866-71.3% |
| Participant deferral / active EE | $13,800 | $6,423+114.9% | $6,026+129.0% | $5,352+157.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |