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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,613 | $96,558-35.2% | $80,977-22.7% | $273,972-77.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.83% | 15.14%-3.3pp | 17.11%-5.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $15,000 | $4,869+208.1% | $3,715+303.8% | $4,869+208.1% |
| Participant deferral / active EE | $15,000 | $6,598+127.4% | $5,696+163.3% | $5,287+183.7% |
| Admin fee / account holder | $299 | $7,493-96.0% | $5,517-94.6% | $10,133-97.0% |