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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,516 | $62,715+213.4% | $104,299+88.4% | $66,949+193.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | 3.54% | -14.70%+18.2pp | 24.62%-21.1pp | 1.57%+2.0pp |
| Employer contribution / active EE | $7,044 | $1,976+256.5% | $3,373+108.8% | $2,545+176.7% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $657-100.0% | $7,339-100.0% | $594-100.0% |