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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,774 | $131,835+59.1% | $108,582+93.2% | $273,972-23.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.23% | -91.57%+96.8pp | -51.70%+56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $35,000 | $4,913+612.4% | $3,758+831.3% | $4,869+618.9% |
| Participant deferral / active EE | $18,000 | $5,127+251.1% | $4,311+317.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |