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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,058 | $201,344-57.8% | $184,243-53.8% | $145,877-41.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 29.01%-16.7pp | 28.82%-16.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $11,460 | $7,022+63.2% | $6,427+78.3% | $4,663+145.8% |
| Participant deferral / active EE | $12,000 | $9,807+22.4% | $9,132+31.4% | $6,691+79.4% |
| Admin fee / account holder | $149 | $16,382-99.1% | $13,914-98.9% | $13,402-98.9% |