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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,481 | $217,392-10.5% | $185,818+4.7% | $167,497+16.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.48% | 148.37%-122.9pp | 122.06%-96.6pp | 478.62%-453.1pp |
| Employer contribution / active EE | $3,404 | $5,873-42.0% | $5,168-34.1% | $4,838-29.6% |
| Participant deferral / active EE | $17,593 | $6,357+176.8% | $5,568+216.0% | $6,341+177.4% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |