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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,301 | $148,623+11.2% | $135,974+21.6% | $139,466+18.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.10% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $15,738 | $5,246+200.0% | $4,859+223.9% | $4,754+231.0% |
| Participant deferral / active EE | $16,800 | $8,103+107.3% | $7,760+116.5% | $6,712+150.3% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |