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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,773 | $183,539+13.7% | $155,556+34.2% | $145,897+43.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.69% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $13,649 | $5,315+156.8% | $4,675+191.9% | $4,663+192.7% |
| Participant deferral / active EE | $6,125 | $6,467-5.3% | $5,631+8.8% | $6,689-8.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |