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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,226 | $159,934-9.8% | $147,005-1.9% | $145,959-1.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.40% | 98.24%-82.8pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $6,960 | $5,287+31.6% | $4,934+41.1% | $4,661+49.3% |
| Participant deferral / active EE | $15,976 | $8,427+89.6% | $8,070+98.0% | $6,689+138.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |