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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,665 | $58,726+236.6% | $92,240+114.3% | $62,293+217.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.65% | 43.62%-29.0pp | 176.29%-161.6pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,264 | $2,392-5.3% | $3,680-38.5% | $2,042+10.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |