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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,528 | $185,883-21.7% | $170,043-14.4% | $139,466+4.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.18% | 60.54%-40.4pp | 53.40%-33.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $6,164 | $7,596-18.9% | $6,790-9.2% | $4,754+29.7% |
| Participant deferral / active EE | $12,855 | $11,626+10.6% | $10,410+23.5% | $6,712+91.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |