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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,643 | $201,370-71.9% | $184,256-69.3% | $145,897-61.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.54% | 29.05%-12.5pp | 28.85%-12.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $5,384 | $7,024-23.4% | $6,427-16.2% | $4,663+15.5% |
| Participant deferral / active EE | $16,120 | $9,808+64.4% | $9,133+76.5% | $6,689+141.0% |
| Admin fee / account holder | $44 | $16,364-99.7% | $13,899-99.7% | $13,390-99.7% |