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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,763 | $148,623-0.6% | $135,974+8.7% | $139,466+5.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.79% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,257 | $5,246-37.9% | $4,859-33.0% | $4,754-31.5% |
| Participant deferral / active EE | $13,038 | $8,103+60.9% | $7,760+68.0% | $6,712+94.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |