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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,763 | $160,040-4.5% | $147,096+3.9% | $145,877+4.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $9,624 | $5,289+81.9% | $4,936+95.0% | $4,663+106.4% |
| Participant deferral / active EE | $8,719 | $8,429+3.4% | $8,071+8.0% | $6,691+30.3% |
| Admin fee / account holder | $16 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |