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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,968 | $198,461-33.5% | $170,436-22.6% | $147,585-10.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.25% | 257.30%-234.1pp | 205.94%-182.7pp | 578.57%-555.3pp |
| Employer contribution / active EE | $7,428 | $6,184+20.1% | $5,433+36.7% | $4,876+52.3% |
| Participant deferral / active EE | $7,000 | $5,629+24.3% | $4,939+41.7% | $5,439+28.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |