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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,416 | $105,623-71.2% | $87,502-65.2% | $273,972-88.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 20.72% | 12.26%+8.5pp | 12.21%+8.5pp | 41.46%-20.7pp |
| Employer contribution / active EE | $10,000 | $3,141+218.4% | $2,550+292.2% | $4,869+105.4% |
| Participant deferral / active EE | $10,000 | $3,601+177.7% | $3,149+217.6% | $5,287+89.1% |
| Admin fee / account holder | $76 | $4,781-98.4% | $4,221-98.2% | $10,133-99.3% |