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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,924 | $157,296-7.9% | $141,191+2.6% | $152,897-5.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.74% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $8,839 | $5,262+68.0% | $4,736+86.6% | $4,764+85.6% |
| Participant deferral / active EE | $6,710 | $7,111-5.6% | $6,7100% | $5,851+14.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |