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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,027 | $99,032+150.5% | $80,022+209.9% | $135,379+83.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -0.56% | 15.39%-16.0pp | 11.22%-11.8pp | 519.79%-520.4pp |
| Employer contribution / active EE | $3,306 | $3,043+8.6% | $2,468+34.0% | $4,779-30.8% |
| Participant deferral / active EE | $9,858 | $4,282+130.2% | $3,686+167.5% | $5,609+75.8% |
| Admin fee / account holder | $101 | $10,436-99.0% | $6,521-98.4% | $10,828-99.1% |