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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,836 | $115,917-34.6% | $100,535-24.6% | $158,982-52.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.96% | 34.80%-14.8pp | 30.90%-10.9pp | 302.99%-283.0pp |
| Employer contribution / active EE | $4,000 | $4,105-2.6% | $3,419+17.0% | $4,763-16.0% |
| Participant deferral / active EE | $18,000 | $6,677+169.6% | $6,271+187.0% | $5,983+200.8% |
| Admin fee / account holder | $16 | $11,002-99.9% | $8,085-99.8% | $11,252-99.9% |