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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,675 | $217,432-17.4% | $185,849-3.3% | $167,536+7.2% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.48% | 148.42%-128.9pp | 122.10%-102.6pp | 478.82%-459.3pp |
| Employer contribution / active EE | $9,472 | $5,875+61.2% | $5,169+83.3% | $4,839+95.7% |
| Participant deferral / active EE | $5,880 | $6,357-7.5% | $5,569+5.6% | $6,342-7.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |