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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,257 | $42,383+181.4% | $76,518+55.9% | $64,173+85.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 7.35% | -16.54%+23.9pp | -0.27%+7.6pp | 7.63%-0.3pp |
| Employer contribution / active EE | $6,250 | $1,563+299.8% | $2,647+136.1% | $2,381+162.5% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $295 | $3,198-90.8% | $4,849-93.9% | $4,887-94.0% |