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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,856 | $46,745+222.7% | $60,547+149.2% | $52,331+188.3% |
| Participation rate | 89.6% | 58.6%+31.0pp | 68.0%+21.6pp | 68.1%+21.4pp |
| Annual return | 45.01% | 0.61%+44.4pp | 335.64%-290.6pp | 4.54%+40.5pp |
| Employer contribution / active EE | $681 | $1,259-45.9% | $2,419-71.8% | $1,882-63.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |