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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,539 | $209,428-26.2% | $178,498-13.4% | $158,950-2.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.01% | 188.78%-172.8pp | 151.09%-135.1pp | 302.91%-286.9pp |
| Employer contribution / active EE | $8,246 | $5,707+44.5% | $5,011+64.5% | $4,762+73.2% |
| Participant deferral / active EE | $17,174 | $5,955+188.4% | $5,202+230.1% | $5,983+187.1% |
| Admin fee / account holder | $11 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |