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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,012 | $132,634+16.9% | $115,768+33.9% | $137,256+12.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.78% | 160.70%-141.9pp | 100.46%-81.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $17,555 | $3,360+422.5% | $2,940+497.1% | $4,156+322.4% |
| Participant deferral / active EE | $10,950 | $5,619+94.9% | $4,917+122.7% | $6,407+70.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |