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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,200 | $71,142+209.5% | $119,628+84.1% | $64,829+239.7% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.3%+20.4pp | 71.5%+28.1pp |
| Annual return | 13.15% | -10.01%+23.2pp | -14.98%+28.1pp | 32.85%-19.7pp |
| Employer contribution / active EE | $5,092 | $2,497+103.9% | $4,232+20.3% | $2,507+103.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |