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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,306 | $209,422-27.3% | $178,503-14.7% | $158,982-4.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.51% | 188.81%-181.3pp | 151.12%-143.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $11,111 | $5,707+94.7% | $5,011+121.7% | $4,763+133.3% |
| Participant deferral / active EE | $4,115 | $5,955-30.9% | $5,202-20.9% | $5,983-31.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |