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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,827 | $181,062-66.4% | $158,223-61.6% | $155,188-60.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.42% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $25,000 | $4,565+447.7% | $4,109+508.5% | $4,248+488.5% |
| Participant deferral / active EE | $5,500 | $6,134-10.3% | $5,467+0.6% | $6,531-15.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |