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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,112 | $176,120-32.9% | $159,487-25.9% | $167,553-29.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.08% | 331.95%-316.9pp | 263.71%-248.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $5,103 | $5,299-3.7% | $4,831+5.6% | $4,840+5.4% |
| Participant deferral / active EE | $16,913 | $7,752+118.2% | $7,354+130.0% | $6,343+166.7% |
| Admin fee / account holder | $21 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |