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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,885 | $181,896+22.5% | $156,551+42.4% | $273,972-18.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.15% | 30.74%-12.6pp | 32.23%-14.1pp | 41.46%-23.3pp |
| Employer contribution / active EE | $40,000 | $6,248+540.2% | $5,501+627.1% | $4,869+721.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |