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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,233 | $176,105+5.2% | $159,474+16.2% | $167,536+10.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.06% | 331.91%-315.9pp | 263.68%-247.6pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,509 | $5,299-52.7% | $4,831-48.1% | $4,839-48.2% |
| Participant deferral / active EE | $3,283 | $7,751-57.6% | $7,353-55.4% | $6,342-48.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |