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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,907 | $54,320+192.5% | $67,652+134.9% | $52,331+203.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 3.63% | 6.81%-3.2pp | 6625.40%-6621.8pp | 4.54%-0.9pp |
| Employer contribution / active EE | $8,309 | $1,544+438.2% | $2,266+266.7% | $1,882+341.5% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |