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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,989 | $157,296+42.4% | $141,191+58.6% | $152,897+46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.43% | 64.34%-48.9pp | 71.41%-56.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $4,617 | $5,262-12.3% | $4,736-2.5% | $4,764-3.1% |
| Participant deferral / active EE | $6,465 | $7,111-9.1% | $6,710-3.7% | $5,851+10.5% |
| Admin fee / account holder | $231 | $12,125-98.1% | $10,264-97.7% | $11,599-98.0% |