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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,411 | $183,539+1.6% | $155,556+19.8% | $145,897+27.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.71% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $4,260 | $5,315-19.9% | $4,675-8.9% | $4,663-8.6% |
| Participant deferral / active EE | $22,750 | $6,467+251.8% | $5,631+304.0% | $6,689+240.1% |
| Admin fee / account holder | $14 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |