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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,508 | $65,447+259.8% | $86,690+171.7% | $66,923+251.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -1.48% | -10.89%+9.4pp | 35.93%-37.4pp | 1.58%-3.1pp |
| Employer contribution / active EE | $4,605 | $2,154+113.8% | $2,837+62.3% | $2,545+81.0% |
| Participant deferral / active EE | $0 | $4,101-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,490-100.0% | $593-100.0% |