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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,278 | $96,558+12.1% | $80,977+33.7% | $273,972-60.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.53% | 15.14%-10.6pp | 17.11%-12.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $30,000 | $4,869+516.2% | $3,715+707.6% | $4,869+516.2% |
| Participant deferral / active EE | $18,000 | $6,598+172.8% | $5,696+216.0% | $5,287+240.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |