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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,839 | $123,000+10.4% | $105,582+28.7% | $198,609-31.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 16.12% | 18.31%-2.2pp | 18.61%-2.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,000 | $3,582-16.2% | $2,984+0.5% | $5,055-40.7% |
| Participant deferral / active EE | $15,000 | $5,013+199.2% | $4,353+244.6% | $6,977+115.0% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |