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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,300 | $54,193+271.5% | $93,669+114.9% | $77,714+159.0% |
| Participation rate | 99.3% | 63.9%+35.4pp | 68.7%+30.6pp | 70.6%+28.7pp |
| Annual return | 14.28% | 30.54%-16.3pp | 133.59%-119.3pp | 31.26%-17.0pp |
| Employer contribution / active EE | $2,268 | $1,168+94.2% | $2,424-6.4% | $2,727-16.8% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |