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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,143 | $90,486-33.5% | $78,676-23.6% | $273,972-78.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.80% | 75.62%-65.8pp | 62.19%-52.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $8,500 | $3,175+167.7% | $2,850+198.2% | $4,869+74.6% |
| Participant deferral / active EE | $8,500 | $3,901+117.9% | $3,517+141.7% | $5,287+60.8% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |