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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,913 | $175,259-17.9% | $149,723-3.9% | $139,487+3.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.23% | 166.82%-147.6pp | 134.50%-115.3pp | 373.84%-354.6pp |
| Employer contribution / active EE | $6,429 | $5,478+17.3% | $4,821+33.3% | $4,755+35.2% |
| Participant deferral / active EE | $7,232 | $6,522+10.9% | $5,682+27.3% | $6,713+7.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |