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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,324 | $72,620+182.7% | $90,760+126.2% | $66,938+206.7% |
| Participation rate | 99.1% | 73.7%+25.4pp | 75.7%+23.4pp | 69.8%+29.3pp |
| Annual return | 4.73% | -12.28%+17.0pp | -12.16%+16.9pp | 1.58%+3.1pp |
| Employer contribution / active EE | $14,295 | $2,369+503.3% | $2,922+389.3% | $2,545+461.6% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,444-100.0% | $594-100.0% |