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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,726 | $153,769-59.9% | $133,975-53.9% | $273,972-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.59% | 36.51%-16.9pp | 29.29%-9.7pp | 41.46%-21.9pp |
| Employer contribution / active EE | $41,000 | $6,029+580.1% | $5,211+686.8% | $4,869+742.1% |
| Participant deferral / active EE | $11,000 | $6,958+58.1% | $6,282+75.1% | $5,287+108.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |