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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,778 | $87,546+96.2% | $75,784+126.7% | $125,389+37.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.58% | 13.49%-11.9pp | 9.68%-8.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $29,603 | $3,930+653.2% | $3,323+790.7% | $4,866+508.3% |
| Participant deferral / active EE | $9,600 | $4,230+127.0% | $3,652+162.9% | $5,352+79.4% |
| Admin fee / account holder | $131 | $6,503-98.0% | $5,300-97.5% | $9,541-98.6% |