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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,496 | $167,533-41.2% | $151,645-35.0% | $134,545-26.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 25.18% | 7.81%+17.4pp | 3.34%+21.8pp | 418.37%-393.2pp |
| Employer contribution / active EE | $2,475 | $6,828-63.8% | $6,165-59.9% | $4,742-47.8% |
| Participant deferral / active EE | $17,500 | $8,985+94.8% | $8,363+109.3% | $6,401+173.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |