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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,303 | $227,291-25.1% | $214,702-20.7% | $155,188+9.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.53% | 60.08%-49.5pp | 54.55%-44.0pp | 148.84%-138.3pp |
| Employer contribution / active EE | $14,748 | $6,772+117.8% | $6,461+128.3% | $4,248+247.2% |
| Participant deferral / active EE | $10,375 | $9,582+8.3% | $9,147+13.4% | $6,531+58.9% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |