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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,557 | $199,109-67.6% | $173,730-62.8% | $154,746-58.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.64% | 20.02%-2.4pp | 19.96%-2.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $14,000 | $5,311+163.6% | $4,577+205.8% | $4,379+219.7% |
| Participant deferral / active EE | $23,500 | $7,113+230.4% | $6,326+271.5% | $6,730+249.2% |
| Admin fee / account holder | $158 | $20,916-99.2% | $17,523-99.1% | $14,365-98.9% |