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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,882 | $64,176+111.7% | $112,263+21.0% | $66,949+103.0% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.1%+24.2pp | 69.8%+29.5pp |
| Annual return | 31.71% | -13.80%+45.5pp | 27.49%+4.2pp | 1.57%+30.1pp |
| Employer contribution / active EE | $8,216 | $3,007+173.2% | $3,636+126.0% | $2,545+222.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |