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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,486 | $215,361-69.6% | $171,082-61.7% | $273,972-76.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.90% | 25.14%-17.2pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $14,460 | $4,967+191.1% | $4,002+261.3% | $4,869+197.0% |
| Participant deferral / active EE | $8,000 | $5,543+44.3% | $4,797+66.8% | $5,287+51.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |