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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,229 | $217,432-27.2% | $185,849-14.9% | $167,536-5.6% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 15.60% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $10,282 | $5,875+75.0% | $5,169+98.9% | $4,839+112.5% |
| Participant deferral / active EE | $7,925 | $6,357+24.7% | $5,569+42.3% | $6,342+24.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |