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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,557 | $178,174-63.8% | $156,181-58.7% | $137,256-53.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.64% | 84.19%-66.6pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $14,000 | $4,972+181.6% | $4,294+226.0% | $4,156+236.9% |
| Participant deferral / active EE | $23,500 | $6,888+241.2% | $6,132+283.2% | $6,407+266.8% |
| Admin fee / account holder | $158 | $17,404-99.1% | $14,586-98.9% | $12,270-98.7% |