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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,298 | $148,629-19.7% | $135,982-12.3% | $139,487-14.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.19% | 79.33%-62.1pp | 68.32%-51.1pp | 373.84%-356.6pp |
| Employer contribution / active EE | $14,178 | $5,247+170.2% | $4,859+191.8% | $4,755+198.2% |
| Participant deferral / active EE | $20,833 | $8,102+157.1% | $7,760+168.5% | $6,713+210.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |