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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,973 | $127,387+64.0% | $115,038+81.7% | $125,389+66.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.54% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,975 | $5,166-42.4% | $4,608-35.4% | $4,866-38.9% |
| Participant deferral / active EE | $8,375 | $6,423+30.4% | $6,026+39.0% | $5,352+56.5% |
| Admin fee / account holder | $75 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |