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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,758 | $165,381+34.7% | $149,730+48.8% | $158,966+40.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.06% | 348.29%-332.2pp | 276.70%-260.6pp | 302.95%-286.9pp |
| Employer contribution / active EE | $3,102 | $5,104-39.2% | $4,645-33.2% | $4,762-34.9% |
| Participant deferral / active EE | $10,677 | $7,182+48.7% | $6,843+56.0% | $5,983+78.5% |
| Admin fee / account holder | $39 | $10,809-99.6% | $9,310-99.6% | $11,250-99.7% |