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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,670 | $93,064+16.8% | $74,577+45.7% | $273,972-60.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 15.30% | 26.18%-10.9pp | 20.47%-5.2pp | 41.46%-26.2pp |
| Employer contribution / active EE | $18,750 | $3,160+493.4% | $2,525+642.5% | $4,869+285.1% |
| Participant deferral / active EE | $18,000 | $4,160+332.6% | $3,458+420.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |