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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,947 | $72,273+23.1% | $101,275-12.2% | $79,856+11.4% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,182 | $2,691+55.4% | $3,660+14.3% | $2,471+69.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $300 | $4,401-93.2% | $5,948-95.0% | $5,306-94.4% |