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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,521 | $90,486+56.4% | $78,676+79.9% | $273,972-48.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.58% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,595 | $3,175-18.3% | $2,850-9.0% | $4,869-46.7% |
| Participant deferral / active EE | $15,000 | $3,901+284.5% | $3,517+326.5% | $5,287+183.7% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |