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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,748 | $96,558-26.7% | $80,977-12.6% | $273,972-74.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 26.83% | 15.14%+11.7pp | 17.11%+9.7pp | 41.46%-14.6pp |
| Employer contribution / active EE | $20,823 | $4,869+327.7% | $3,715+460.6% | $4,869+327.7% |
| Participant deferral / active EE | $11,249 | $6,598+70.5% | $5,696+97.5% | $5,287+112.8% |
| Admin fee / account holder | $150 | $7,493-98.0% | $5,517-97.3% | $10,133-98.5% |