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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,609 | $157,296+40.3% | $141,191+56.2% | $152,897+44.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 25.31% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $3,654 | $5,262-30.6% | $4,736-22.8% | $4,764-23.3% |
| Participant deferral / active EE | $7,008 | $7,111-1.5% | $6,710+4.4% | $5,851+19.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |