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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,443 | $105,145+11.7% | $94,664+24.1% | $139,466-15.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 38.09%-23.7pp | 156.84%-142.5pp | 373.66%-359.3pp |
| Employer contribution / active EE | $6,546 | $4,107+59.4% | $3,673+78.2% | $4,754+37.7% |
| Participant deferral / active EE | $21,099 | $7,599+177.7% | $7,417+184.5% | $6,712+214.4% |
| Admin fee / account holder | $25 | $8,972-99.7% | $7,222-99.7% | $11,409-99.8% |