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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,587 | $64,176+159.6% | $112,263+48.4% | $66,949+148.8% |
| Participation rate | 97.6% | 68.4%+29.2pp | 75.1%+22.5pp | 69.8%+27.8pp |
| Annual return | 4.21% | -13.80%+18.0pp | 27.49%-23.3pp | 1.57%+2.6pp |
| Employer contribution / active EE | $22,608 | $3,007+651.9% | $3,636+521.7% | $2,545+788.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |