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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,544 | $110,278-4.3% | $95,740+10.2% | $139,466-24.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.99% | 27.19%-18.2pp | 28.41%-19.4pp | 373.66%-364.7pp |
| Employer contribution / active EE | $10,000 | $3,260+206.7% | $2,836+252.6% | $4,754+110.4% |
| Participant deferral / active EE | $22,500 | $4,674+381.3% | $4,244+430.2% | $6,712+235.2% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |