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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,472 | $73,638+10.6% | $95,964-15.1% | $73,497+10.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 34.51% | 16.78%+17.7pp | 91.64%-57.1pp | 28.51%+6.0pp |
| Employer contribution / active EE | $10,546 | $1,863+466.0% | $2,541+315.0% | $2,270+364.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |