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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,243 | $71,142+188.5% | $119,628+71.6% | $64,829+216.6% |
| Participation rate | 98.9% | 78.6%+20.3pp | 79.3%+19.6pp | 71.5%+27.4pp |
| Annual return | 30.61% | -10.01%+40.6pp | -14.98%+45.6pp | 32.85%-2.2pp |
| Employer contribution / active EE | $4,083 | $2,497+63.5% | $4,232-3.5% | $2,507+62.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |