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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,928 | $157,296-4.0% | $141,191+6.9% | $152,897-1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.18% | 64.34%-44.2pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $16,800 | $5,262+219.3% | $4,736+254.7% | $4,764+252.7% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.2% | $5,851+224.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |