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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,600 | $157,276-5.5% | $141,177+5.3% | $152,885-2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.05% | 64.33%-40.3pp | 71.40%-47.4pp | 345.39%-321.3pp |
| Employer contribution / active EE | $10,029 | $5,262+90.6% | $4,736+111.8% | $4,763+110.6% |
| Participant deferral / active EE | $5,780 | $7,110-18.7% | $6,710-13.9% | $5,851-1.2% |
| Admin fee / account holder | $5 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |