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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,058 | $201,370-57.8% | $184,256-53.8% | $145,897-41.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 29.05%-16.7pp | 28.85%-16.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $11,460 | $7,024+63.2% | $6,427+78.3% | $4,663+145.8% |
| Participant deferral / active EE | $12,000 | $9,808+22.3% | $9,133+31.4% | $6,689+79.4% |
| Admin fee / account holder | $149 | $16,364-99.1% | $13,899-98.9% | $13,390-98.9% |