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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,966 | $77,816+157.0% | $123,549+61.9% | $64,181+211.6% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | -6.06% | 12.49%-18.5pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,883 | $3,014+62.0% | $4,628+5.5% | $2,381+105.1% |
| Participant deferral / active EE | $6,259 | $5,240+19.4% | $6,426-2.6% | $3,470+80.4% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |