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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,177 | $202,463-27.8% | $169,397-13.7% | $139,487+4.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 532.64%-521.8pp | 406.23%-395.4pp | 373.84%-363.0pp |
| Employer contribution / active EE | $14,364 | $4,694+206.0% | $4,013+257.9% | $4,755+202.1% |
| Participant deferral / active EE | $3,923 | $6,941-43.5% | $6,223-37.0% | $6,713-41.6% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |