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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,080 | $183,988+1.1% | $162,177+14.7% | $152,897+21.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 32.08% | 150.79%-118.7pp | 115.60%-83.5pp | 345.43%-313.3pp |
| Employer contribution / active EE | $13,868 | $6,370+117.7% | $5,613+147.1% | $4,764+191.1% |
| Participant deferral / active EE | $15,170 | $8,032+88.9% | $7,297+107.9% | $5,851+159.3% |
| Admin fee / account holder | $11 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |