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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,911 | $167,353+8.7% | $143,797+26.5% | $134,545+35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.17% | 0.48%-19.7pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $40,500 | $5,620+620.6% | $4,952+717.8% | $4,742+754.2% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |