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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,108 | $175,259+11.3% | $149,723+30.3% | $139,487+39.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.74% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.1pp |
| Employer contribution / active EE | $3,599 | $5,478-34.3% | $4,821-25.4% | $4,755-24.3% |
| Participant deferral / active EE | $6,715 | $6,522+3.0% | $5,682+18.2% | $6,7130% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |