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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,995 | $209,425-14.1% | $178,499+0.8% | $158,966+13.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.42% | 188.80%-173.4pp | 151.10%-135.7pp | 302.95%-287.5pp |
| Employer contribution / active EE | $7,183 | $5,707+25.9% | $5,011+43.3% | $4,762+50.8% |
| Participant deferral / active EE | $6,831 | $5,955+14.7% | $5,202+31.3% | $5,983+14.2% |
| Admin fee / account holder | $6 | $17,078-100.0% | $13,986-100.0% | $11,250-99.9% |