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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,950 | $86,692+188.3% | $119,634+108.9% | $66,949+273.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 16.48% | -8.00%+24.5pp | -14.98%+31.5pp | 1.57%+14.9pp |
| Employer contribution / active EE | $14,234 | $2,536+461.3% | $4,232+236.3% | $2,545+459.2% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $9 | $755-98.9% | $10,329-99.9% | $594-98.6% |