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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,516 | $160,070+3.4% | $147,117+12.5% | $145,897+13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,560 | $5,285+5.2% | $4,932+12.7% | $4,663+19.2% |
| Participant deferral / active EE | $5,882 | $8,419-30.1% | $8,065-27.1% | $6,689-12.1% |
| Admin fee / account holder | $125 | $15,035-99.2% | $12,993-99.0% | $13,390-99.1% |