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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,462 | $86,655+62.1% | $119,622+17.4% | $66,938+109.8% |
| Participation rate | 78.5% | 75.6%+2.9pp | 79.3%-0.8pp | 69.8%+8.7pp |
| Annual return | 9.96% | -8.00%+18.0pp | -14.98%+24.9pp | 1.58%+8.4pp |
| Employer contribution / active EE | $17,288 | $2,536+581.7% | $4,232+308.5% | $2,545+579.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,328-100.0% | $594-100.0% |