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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,851 | $115,911-46.6% | $100,530-38.5% | $158,950-61.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 30.00% | 34.80%-4.8pp | 30.89%-0.9pp | 302.91%-272.9pp |
| Employer contribution / active EE | $8,644 | $4,104+110.6% | $3,418+152.9% | $4,762+81.5% |
| Participant deferral / active EE | $16,220 | $6,676+143.0% | $6,271+158.6% | $5,983+171.1% |
| Admin fee / account holder | $200 | $10,999-98.2% | $8,083-97.5% | $11,248-98.2% |