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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,314 | $148,582+22.7% | $135,942+34.1% | $139,456+30.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.88% | 79.26%-63.4pp | 68.28%-52.4pp | 373.45%-357.6pp |
| Employer contribution / active EE | $2,586 | $5,245-50.7% | $4,858-46.8% | $4,753-45.6% |
| Participant deferral / active EE | $12,459 | $8,101+53.8% | $7,759+60.6% | $6,711+85.6% |
| Admin fee / account holder | $116 | $12,402-99.1% | $10,764-98.9% | $11,407-99.0% |