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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,329 | $165,399+7.8% | $149,745+19.1% | $158,982+12.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.59% | 348.34%-325.7pp | 276.72%-254.1pp | 302.99%-280.4pp |
| Employer contribution / active EE | $5,329 | $5,105+4.4% | $4,646+14.7% | $4,763+11.9% |
| Participant deferral / active EE | $11,260 | $7,183+56.8% | $6,843+64.5% | $5,983+88.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |