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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,804 | $114,119+36.5% | $107,187+45.4% | $138,895+12.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.88% | 273.21%-255.3pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $16,067 | $4,059+295.9% | $3,782+324.8% | $4,194+283.1% |
| Participant deferral / active EE | $14,563 | $5,538+163.0% | $5,096+185.8% | $6,396+127.7% |
| Admin fee / account holder | $24 | $10,024-99.8% | $9,162-99.7% | $12,562-99.8% |