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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,910 | $157,296+31.5% | $141,191+46.5% | $152,897+35.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.12% | 64.34%-35.2pp | 71.41%-42.3pp | 345.43%-316.3pp |
| Employer contribution / active EE | $2,606 | $5,262-50.5% | $4,736-45.0% | $4,764-45.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |