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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,852 | $174,379-19.8% | $152,093-8.0% | $138,895+0.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 28.74% | 74.86%-46.1pp | 66.36%-37.6pp | 145.39%-116.7pp |
| Employer contribution / active EE | $33,750 | $4,652+625.5% | $4,175+708.4% | $4,194+704.7% |
| Participant deferral / active EE | $27,250 | $6,159+342.4% | $5,451+399.9% | $6,396+326.0% |
| Admin fee / account holder | $60 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |