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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,838 | $92,219+92.8% | $76,766+131.7% | $135,382+31.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.30% | 5.46%-4.2pp | 2.43%-1.1pp | 519.77%-518.5pp |
| Employer contribution / active EE | $12,882 | $3,216+300.6% | $2,485+418.4% | $4,779+169.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |