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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,152 | $42,383+268.4% | $76,518+104.1% | $64,173+143.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 11.69% | -16.54%+28.2pp | -0.27%+12.0pp | 7.63%+4.1pp |
| Employer contribution / active EE | $12,654 | $1,563+709.5% | $2,647+378.0% | $2,381+431.5% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $30 | $3,198-99.1% | $4,849-99.4% | $4,887-99.4% |