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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,458 | $94,749-5.6% | $112,899-20.8% | $139,456-35.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 39.18% | 40.92%-1.7pp | 34.11%+5.1pp | 373.45%-334.3pp |
| Employer contribution / active EE | $22,500 | $4,630+385.9% | $4,566+392.7% | $4,753+373.4% |
| Participant deferral / active EE | $22,552 | $6,517+246.1% | $6,516+246.1% | $6,711+236.0% |
| Admin fee / account holder | $96 | $8,530-98.9% | $7,047-98.6% | $11,407-99.2% |