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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,599 | $50,464+309.4% | $75,784+172.6% | $52,331+294.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 1.44% | 1.03%+0.4pp | 9.68%-8.2pp | 4.54%-3.1pp |
| Employer contribution / active EE | $5,757 | $1,988+189.6% | $3,323+73.2% | $1,882+206.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $231 | $1,103-79.0% | $5,300-95.6% | $592-60.9% |