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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,883 | $111,814+1.9% | $103,378+10.2% | $145,978-22.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.80% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $12,500 | $4,215+196.6% | $3,870+223.0% | $4,662+168.1% |
| Participant deferral / active EE | $15,250 | $5,618+171.5% | $5,058+201.5% | $6,690+128.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |