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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,154 | $47,944+136.0% | $67,834+66.8% | $62,881+79.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 19.57% | 11.77%+7.8pp | 138.47%-118.9pp | 20.14%-0.6pp |
| Employer contribution / active EE | $808 | $1,562-48.3% | $2,403-66.4% | $2,281-64.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $115 | $3,712-96.9% | $4,622-97.5% | $4,296-97.3% |