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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,230 | $159,934+18.9% | $147,005+29.4% | $145,959+30.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.70% | 98.24%-81.5pp | 418.76%-402.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $11,277 | $5,287+113.3% | $4,934+128.5% | $4,661+141.9% |
| Participant deferral / active EE | $13,845 | $8,427+64.3% | $8,070+71.6% | $6,689+107.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |