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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,176 | $176,077-23.2% | $159,455-15.2% | $167,518-19.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.03% | 331.83%-296.8pp | 263.63%-228.6pp | 478.71%-443.7pp |
| Employer contribution / active EE | $5,959 | $5,298+12.5% | $4,830+23.4% | $4,838+23.2% |
| Participant deferral / active EE | $15,350 | $7,751+98.0% | $7,353+108.8% | $6,342+142.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |