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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,247 | $166,131+13.9% | $164,975+14.7% | $145,877+29.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.11% | 100.37%-83.3pp | 70.12%-53.0pp | 551.28%-534.2pp |
| Employer contribution / active EE | $3,519 | $5,276-33.3% | $4,343-19.0% | $4,663-24.5% |
| Participant deferral / active EE | $9,792 | $6,962+40.6% | $6,033+62.3% | $6,691+46.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |