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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,327 | $157,304+36.9% | $141,197+52.5% | $152,909+40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.27% | 64.34%-47.1pp | 71.41%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $3,024 | $5,263-42.5% | $4,736-36.2% | $4,764-36.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |