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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,236 | $45,872+277.6% | $77,100+124.7% | $68,490+152.9% |
| Participation rate | 79.0% | 55.9%+23.1pp | 67.9%+11.1pp | 67.9%+11.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,741 | $1,650+66.2% | $2,815-2.6% | $2,597+5.6% |
| Participant deferral / active EE | $8,708 | $2,963+193.9% | $4,430+96.6% | $4,028+116.2% |
| Admin fee / account holder | $223 | $3,041-92.7% | $5,443-95.9% | $5,403-95.9% |