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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,165 | $201,370+3.9% | $184,256+13.5% | $145,897+43.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.43% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,000 | $7,024-28.8% | $6,427-22.2% | $4,663+7.2% |
| Participant deferral / active EE | $6,000 | $9,808-38.8% | $9,133-34.3% | $6,689-10.3% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |