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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,000 | $215,361-52.2% | $171,082-39.8% | $273,972-62.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.44% | 25.14%-13.7pp | 32.56%-21.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $12,847 | $4,967+158.6% | $4,002+221.0% | $4,869+163.9% |
| Participant deferral / active EE | $14,000 | $5,543+152.6% | $4,797+191.8% | $5,287+164.8% |
| Admin fee / account holder | $17 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |