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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,835 | $99,635+4.2% | $99,460+4.4% | $198,609-47.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.14% | 11.15%+10.0pp | 11.98%+9.2pp | 202.70%-181.6pp |
| Employer contribution / active EE | $7,500 | $6,694+12.0% | $6,049+24.0% | $5,055+48.4% |
| Participant deferral / active EE | $35,500 | $6,766+424.7% | $5,995+492.2% | $6,977+408.8% |
| Admin fee / account holder | $241 | $22,915-98.9% | $18,725-98.7% | $19,030-98.7% |