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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,073 | $64,176+177.5% | $112,249+58.6% | $66,938+166.0% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.1%+24.1pp | 69.8%+29.3pp |
| Annual return | 61.88% | -13.80%+75.7pp | 27.48%+34.4pp | 1.58%+60.3pp |
| Employer contribution / active EE | $1,166 | $3,007-61.2% | $3,636-67.9% | $2,545-54.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |