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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,552 | $57,108+86.6% | $94,229+13.1% | $52,331+103.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 6.61% | 1.47%+5.1pp | 10.68%-4.1pp | 4.54%+2.1pp |
| Employer contribution / active EE | $6,255 | $1,735+260.5% | $3,587+74.4% | $1,882+232.4% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |