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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,433 | $159,934+0.9% | $147,005+9.8% | $145,959+10.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 18.77% | 98.24%-79.5pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $12,835 | $5,287+142.7% | $4,934+160.1% | $4,661+175.4% |
| Participant deferral / active EE | $10,324 | $8,427+22.5% | $8,070+27.9% | $6,689+54.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |