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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,235 | $106,236+31.1% | $112,263+24.0% | $64,824+114.8% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.1%+1.8pp | 71.5%+5.4pp |
| Annual return | 71.76% | -6.02%+77.8pp | 27.49%+44.3pp | 32.84%+38.9pp |
| Employer contribution / active EE | $2,636 | $3,167-16.7% | $3,636-27.5% | $2,507+5.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |