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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,898 | $135,956-39.8% | $123,894-33.9% | $273,972-70.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 18.61% | 56.63%-38.0pp | 47.52%-28.9pp | 41.46%-22.8pp |
| Employer contribution / active EE | $24,144 | $5,170+367.0% | $4,617+423.0% | $4,869+395.9% |
| Participant deferral / active EE | $14,000 | $6,343+120.7% | $5,984+134.0% | $5,287+164.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |