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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,233 | $157,3040% | $141,197+11.4% | $152,909+2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.49% | 64.34%-48.9pp | 71.41%-55.9pp | 345.46%-330.0pp |
| Employer contribution / active EE | $9,710 | $5,263+84.5% | $4,736+105.0% | $4,764+103.8% |
| Participant deferral / active EE | $6,370 | $7,111-10.4% | $6,710-5.1% | $5,851+8.9% |
| Admin fee / account holder | $23 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |