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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,821 | $198,457-21.0% | $170,435-8.0% | $147,586+6.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.46% | 257.30%-242.8pp | 205.94%-191.5pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,185 | $6,183-16.2% | $5,432-4.6% | $4,876+6.3% |
| Participant deferral / active EE | $9,325 | $5,629+65.6% | $4,939+88.8% | $5,439+71.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |