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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,684 | $165,381-11.9% | $149,730-2.7% | $158,966-8.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.90% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.0pp |
| Employer contribution / active EE | $19,926 | $5,104+290.4% | $4,645+329.0% | $4,762+318.4% |
| Participant deferral / active EE | $14,641 | $7,182+103.8% | $6,843+114.0% | $5,983+144.7% |
| Admin fee / account holder | $183 | $10,809-98.3% | $9,310-98.0% | $11,250-98.4% |