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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,217 | $185,312-3.3% | $161,489+11.0% | $154,746+15.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.39% | 103.84%-84.5pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $8,831 | $4,769+85.2% | $4,268+106.9% | $4,379+101.7% |
| Participant deferral / active EE | $6,842 | $6,350+7.8% | $5,630+21.5% | $6,730+1.7% |
| Admin fee / account holder | $5 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |