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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,000 | $167,533+5.1% | $151,645+16.1% | $134,545+30.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $40,500 | $6,828+493.1% | $6,165+556.9% | $4,742+754.2% |
| Participant deferral / active EE | $20,500 | $8,985+128.2% | $8,363+145.1% | $6,401+220.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |