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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,579 | $162,785-7.5% | $133,959+12.4% | $158,950-5.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 42.47% | 41.94%+0.5pp | 45.09%-2.6pp | 302.91%-260.4pp |
| Employer contribution / active EE | $25,698 | $4,975+416.5% | $3,919+555.8% | $4,762+439.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |