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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,396 | $25,014+813.1% | $69,701+227.7% | $80,874+182.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 15.46% | 19.07%-3.6pp | 100.32%-84.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $16,259 | $993+1537.3% | $1,713+848.9% | $2,756+490.0% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,887-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $2,488-100.0% | $4,717-100.0% | $6,935-100.0% |