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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,677 | $157,304+12.3% | $141,197+25.1% | $152,909+15.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.37% | 64.34%-42.0pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $7,197 | $5,263+36.8% | $4,736+52.0% | $4,764+51.1% |
| Participant deferral / active EE | $7,667 | $7,111+7.8% | $6,710+14.3% | $5,851+31.0% |
| Admin fee / account holder | $27 | $12,126-99.8% | $10,265-99.7% | $11,601-99.8% |