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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,556 | $201,370-66.5% | $184,256-63.3% | $145,897-53.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.79% | 29.05%-0.3pp | 28.85%-0.1pp | 552.29%-523.5pp |
| Employer contribution / active EE | $5,000 | $7,024-28.8% | $6,427-22.2% | $4,663+7.2% |
| Participant deferral / active EE | $11,607 | $9,808+18.3% | $9,133+27.1% | $6,689+73.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |