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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,239 | $157,270+4.4% | $141,173+16.3% | $152,870+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.79% | 64.33%-47.5pp | 71.40%-54.6pp | 345.34%-328.6pp |
| Employer contribution / active EE | $16,006 | $5,261+204.2% | $4,735+238.0% | $4,763+236.1% |
| Participant deferral / active EE | $18,262 | $7,110+156.9% | $6,710+172.2% | $5,850+212.1% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |