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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,207 | $202,440-26.3% | $169,390-11.9% | $139,466+7.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 532.36%-519.8pp | 406.07%-393.5pp | 373.66%-361.1pp |
| Employer contribution / active EE | $7,360 | $4,693+56.8% | $4,013+83.4% | $4,754+54.8% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |