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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,615 | $30,555+222.7% | $80,741+22.1% | $86,821+13.6% |
| Participation rate | 99.7% | 37.2%+62.5pp | 54.2%+45.6pp | 72.3%+27.4pp |
| Annual return | 21.60% | 30.35%-8.7pp | 87.30%-65.7pp | 97.94%-76.3pp |
| Employer contribution / active EE | $8,428 | $472+1685.0% | $1,160+626.5% | $2,406+250.3% |
| Participant deferral / active EE | $0 | $1,050-100.0% | $2,145-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $135-100.0% | $3,380-100.0% | $170-100.0% |