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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,242 | $59,191+150.4% | $76,767+93.1% | $56,289+163.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 36.34% | 6.62%+29.7pp | 2.43%+33.9pp | -9.96%+46.3pp |
| Employer contribution / active EE | $702 | $1,759-60.1% | $2,485-71.8% | $2,111-66.7% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |