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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,859 | $112,300+41.5% | $90,223+76.1% | $125,389+26.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.37% | -0.57%+0.2pp | 1.31%-1.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $26,823 | $5,181+417.7% | $4,378+512.6% | $4,866+451.2% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |