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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,122 | $183,592+4.6% | $155,574+23.5% | $145,877+31.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.22% | 61.37%-48.2pp | 64.87%-51.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $19,325 | $5,317+263.5% | $4,676+313.3% | $4,663+314.4% |
| Participant deferral / active EE | $11,962 | $6,466+85.0% | $5,629+112.5% | $6,691+78.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |