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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,536 | $66,319+10.9% | $93,621-21.5% | $65,186+12.8% |
| Participation rate | 97.2% | 74.0%+23.2pp | 75.8%+21.4pp | 70.2%+27.0pp |
| Annual return | 0.00% | 42.59%-42.6pp | 32.76%-32.8pp | 29.39%-29.4pp |
| Employer contribution / active EE | $7,657 | $2,013+280.4% | $2,719+181.6% | $2,177+251.8% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |