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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,439 | $183,592-0.6% | $155,567+17.3% | $145,959+25.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.61% | 61.24%-46.6pp | 64.74%-50.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,208 | $5,315-58.5% | $4,674-52.8% | $4,661-52.6% |
| Participant deferral / active EE | $8,780 | $6,464+35.8% | $5,628+56.0% | $6,689+31.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |