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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,519 | $127,100+88.5% | $105,738+126.5% | $135,379+76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 10.89% | 4.49%+6.4pp | 6.27%+4.6pp | 519.79%-508.9pp |
| Employer contribution / active EE | $2,292 | $4,107-44.2% | $3,268-29.9% | $4,779-52.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |