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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,464 | $64,176+33.2% | $112,263-23.9% | $66,949+27.7% |
| Participation rate | 99.0% | 68.4%+30.6pp | 75.1%+23.9pp | 69.8%+29.2pp |
| Annual return | 15.11% | -13.80%+28.9pp | 27.49%-12.4pp | 1.57%+13.5pp |
| Employer contribution / active EE | $9,287 | $3,007+208.8% | $3,636+155.4% | $2,545+264.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |