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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,591 | $90,486+139.4% | $78,676+175.3% | $273,972-20.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.47% | 75.62%-68.2pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $28,897 | $3,175+810.1% | $2,850+913.9% | $4,869+493.5% |
| Participant deferral / active EE | $20,000 | $3,901+412.6% | $3,517+468.7% | $5,287+278.3% |
| Admin fee / account holder | $50 | $5,263-99.1% | $4,510-98.9% | $10,133-99.5% |