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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,809 | $93,182+39.3% | $146,647-11.5% | $79,389+63.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 16.27% | 21.61%-5.3pp | 22.75%-6.5pp | 116.89%-100.6pp |
| Employer contribution / active EE | $5,804 | $2,420+139.9% | $4,137+40.3% | $2,428+139.1% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |