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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,771 | $155,555-12.7% | $146,866-7.6% | $155,188-12.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.73% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $16,800 | $4,647+261.5% | $4,425+279.7% | $4,248+295.5% |
| Participant deferral / active EE | $26,500 | $8,044+229.4% | $7,759+241.5% | $6,531+305.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |