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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,699 | $183,539-8.6% | $155,556+7.8% | $145,897+14.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.03% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,850 | $5,315-27.6% | $4,675-17.7% | $4,663-17.4% |
| Participant deferral / active EE | $12,896 | $6,467+99.4% | $5,631+129.0% | $6,689+92.8% |
| Admin fee / account holder | $60 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |