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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,308 | $99,3450% | $84,753+17.2% | $273,970-63.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 18.60% | 22.93%-4.3pp | 22.78%-4.2pp | 41.46%-22.9pp |
| Employer contribution / active EE | $32,250 | $4,214+665.3% | $3,574+802.3% | $4,869+562.4% |
| Participant deferral / active EE | $18,000 | $4,270+321.6% | $3,712+384.9% | $5,287+240.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |