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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,443 | $73,638+206.1% | $95,964+134.9% | $73,497+206.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 19.41% | 16.78%+2.6pp | 91.64%-72.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $4,234 | $1,863+127.2% | $2,541+66.6% | $2,270+86.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |