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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,835 | $96,558+32.4% | $80,977+57.9% | $273,972-53.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 12.99% | 15.14%-2.2pp | 17.11%-4.1pp | 41.46%-28.5pp |
| Employer contribution / active EE | $35,000 | $4,869+618.9% | $3,715+842.2% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $6,598+263.8% | $5,696+321.3% | $5,287+353.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |