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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,531 | $160,070+20.9% | $147,117+31.5% | $145,897+32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.44% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $7,128 | $5,285+34.9% | $4,932+44.5% | $4,663+52.9% |
| Participant deferral / active EE | $13,312 | $8,419+58.1% | $8,065+65.1% | $6,689+99.0% |
| Admin fee / account holder | $43 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |