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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,028 | $181,896-75.8% | $156,551-71.9% | $273,972-83.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 22.12% | 30.74%-8.6pp | 32.23%-10.1pp | 41.46%-19.3pp |
| Employer contribution / active EE | $18,726 | $6,248+199.7% | $5,501+240.4% | $4,869+284.6% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $11 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |