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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,924 | $185,905-4.3% | $170,057+4.6% | $139,487+27.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.87% | 60.56%-47.7pp | 53.42%-40.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $9,600 | $7,597+26.4% | $6,790+41.4% | $4,755+101.9% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |