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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,012 | $113,338-60.3% | $94,993-52.6% | $147,586-69.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.96% | 20.80%+0.2pp | 27.14%-6.2pp | 578.59%-557.6pp |
| Employer contribution / active EE | $10,500 | $3,160+232.2% | $2,603+303.3% | $4,876+115.3% |
| Participant deferral / active EE | $9,710 | $3,777+157.1% | $3,317+192.7% | $5,439+78.5% |
| Admin fee / account holder | $286 | $6,063-95.3% | $4,960-94.2% | $10,886-97.4% |