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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,162 | $63,924+236.6% | $108,582+98.2% | $55,167+290.0% |
| Participation rate | 70.4% | 74.3%-3.9pp | 79.6%-9.1pp | 69.0%+1.4pp |
| Annual return | 13.92% | 15.31%-1.4pp | -51.70%+65.6pp | 169.23%-155.3pp |
| Employer contribution / active EE | $7,998 | $1,879+325.6% | $3,758+112.8% | $1,963+307.5% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |