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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,938 | $39,162+152.6% | $100,671-1.7% | $59,633+65.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.60% | 21.07%-22.7pp | 20.43%-22.0pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $8,233 | $1,151+615.5% | $4,012+105.2% | $2,203+273.8% |
| Participant deferral / active EE | $3,534 | $1,992+77.4% | $3,144+12.4% | $3,192+10.7% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |