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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,813 | $209,405+14.5% | $178,486+34.4% | $158,931+50.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.98% | 188.77%-178.8pp | 151.08%-141.1pp | 302.86%-292.9pp |
| Employer contribution / active EE | $7,218 | $5,707+26.5% | $5,011+44.1% | $4,761+51.6% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |