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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,835 | $70,532+47.2% | $68,948+50.6% | $137,256-24.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 21.14% | 32.56%-11.4pp | 28.39%-7.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $7,500 | $4,355+72.2% | $4,165+80.1% | $4,156+80.5% |
| Participant deferral / active EE | $35,500 | $6,773+424.1% | $6,186+473.9% | $6,407+454.1% |
| Admin fee / account holder | $241 | $7,916-97.0% | $7,539-96.8% | $12,270-98.0% |