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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,683 | $165,381-24.6% | $149,730-16.7% | $158,966-21.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 33.88% | 348.29%-314.4pp | 276.70%-242.8pp | 302.95%-269.1pp |
| Employer contribution / active EE | $14,637 | $5,104+186.8% | $4,645+215.1% | $4,762+207.3% |
| Participant deferral / active EE | $12,032 | $7,182+67.5% | $6,843+75.8% | $5,983+101.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |