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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,885 | $185,883-11.3% | $170,043-3.0% | $139,466+18.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.46% | 60.54%-40.1pp | 53.40%-32.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $5,305 | $7,596-30.2% | $6,790-21.9% | $4,754+11.6% |
| Participant deferral / active EE | $11,964 | $11,626+2.9% | $10,410+14.9% | $6,712+78.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |