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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,590 | $64,716+188.3% | $112,258+66.2% | $68,495+172.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 40.44% | -11.40%+51.8pp | 27.47%+13.0pp | -7.84%+48.3pp |
| Employer contribution / active EE | $10,990 | $2,746+300.2% | $3,636+202.3% | $2,596+323.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |