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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,805 | $105,623+70.2% | $87,502+105.5% | $273,972-34.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.59% | 12.26%-3.7pp | 12.21%-3.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $9,207 | $3,141+193.2% | $2,550+261.1% | $4,869+89.1% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $105 | $4,781-97.8% | $4,221-97.5% | $10,133-99.0% |