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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,014 | $167,522+8.1% | $151,639+19.4% | $134,532+34.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.03% | 7.81%-16.8pp | 3.34%-12.4pp | 418.27%-427.3pp |
| Employer contribution / active EE | $23,250 | $6,828+240.5% | $6,165+277.1% | $4,741+390.4% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |