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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,209 | $176,120+14.2% | $159,487+26.2% | $167,553+20.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.48% | 331.95%-316.5pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $12,136 | $5,299+129.0% | $4,831+151.2% | $4,840+150.8% |
| Participant deferral / active EE | $5,789 | $7,752-25.3% | $7,354-21.3% | $6,343-8.7% |
| Admin fee / account holder | $50 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |