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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,839 | $88,996+52.6% | $78,004+74.1% | $138,895-2.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 16.12% | 28.03%-11.9pp | 31.07%-14.9pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,000 | $2,917+2.8% | $2,469+21.5% | $4,194-28.5% |
| Participant deferral / active EE | $15,000 | $4,724+217.5% | $4,092+266.6% | $6,396+134.5% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |