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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,288 | $110,278-9.1% | $95,740+4.8% | $139,466-28.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.36% | 27.19%-14.8pp | 28.41%-16.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $6,667 | $3,260+104.5% | $2,836+135.1% | $4,754+40.2% |
| Participant deferral / active EE | $20,000 | $4,674+327.9% | $4,244+371.3% | $6,712+198.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |