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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,600 | $181,896-46.9% | $156,551-38.3% | $273,972-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.66% | 30.74%-17.1pp | 32.23%-18.6pp | 41.46%-27.8pp |
| Employer contribution / active EE | $28,908 | $6,248+362.7% | $5,501+425.5% | $4,869+493.8% |
| Participant deferral / active EE | $10,500 | $5,550+89.2% | $4,871+115.6% | $5,287+98.6% |
| Admin fee / account holder | $74 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |