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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,852 | $88,583-18.9% | $88,497-18.8% | $273,972-73.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 10.66% | 5.68%+5.0pp | 7.63%+3.0pp | 41.46%-30.8pp |
| Employer contribution / active EE | $11,500 | $4,502+155.4% | $4,036+184.9% | $4,869+136.2% |
| Participant deferral / active EE | $22,000 | $4,891+349.8% | $4,899+349.0% | $5,287+316.1% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |