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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,439 | $34,634+343.0% | $77,096+99.0% | $64,819+136.7% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | 8.48% | -5.31%+13.8pp | 42.35%-33.9pp | 32.84%-24.4pp |
| Employer contribution / active EE | $8,814 | $1,385+536.4% | $2,814+213.2% | $2,507+251.6% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,429-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $178-100.0% | $5,428-100.0% | $188-100.0% |