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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,319 | $209,422-34.4% | $178,503-23.1% | $158,982-13.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.61% | 188.81%-170.2pp | 151.12%-132.5pp | 302.99%-284.4pp |
| Employer contribution / active EE | $8,620 | $5,707+51.0% | $5,011+72.0% | $4,763+81.0% |
| Participant deferral / active EE | $23,833 | $5,955+300.2% | $5,202+358.1% | $5,983+298.3% |
| Admin fee / account holder | $41 | $17,079-99.8% | $13,987-99.7% | $11,252-99.6% |