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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,186 | $150,346+9.2% | $120,524+36.2% | $145,877+12.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.78% | 154.40%-145.6pp | 107.36%-98.6pp | 551.28%-542.5pp |
| Employer contribution / active EE | $15,042 | $4,353+245.6% | $3,469+333.6% | $4,663+222.6% |
| Participant deferral / active EE | $19,383 | $6,172+214.0% | $4,994+288.2% | $6,691+189.7% |
| Admin fee / account holder | $20 | $12,215-99.8% | $9,440-99.8% | $13,402-99.9% |