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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,296 | $99,345+9.0% | $84,753+27.8% | $273,972-60.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.54% | 22.93%-16.4pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $35,000 | $4,214+730.6% | $3,574+879.2% | $4,869+618.9% |
| 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% | $10,133-100.0% |