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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,850 | $183,627-7.0% | $155,602+9.8% | $145,978+17.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.04% | 61.32%-31.3pp | 64.81%-34.8pp | 550.52%-520.5pp |
| Employer contribution / active EE | $10,767 | $5,316+102.5% | $4,675+130.3% | $4,662+131.0% |
| Participant deferral / active EE | $3,833 | $6,466-40.7% | $5,629-31.9% | $6,690-42.7% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |