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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,121 | $181,896+29.8% | $156,551+50.8% | $273,972-13.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.30% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $13,750 | $6,248+120.1% | $5,501+149.9% | $4,869+182.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $38 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |