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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,354 | $168,635-19.1% | $147,617-7.6% | $125,389+8.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.44% | 77.65%-75.2pp | 61.98%-59.5pp | 282.24%-279.8pp |
| Employer contribution / active EE | $8,170 | $6,252+30.7% | $5,564+46.8% | $4,866+67.9% |
| Participant deferral / active EE | $5,342 | $5,507-3.0% | $4,895+9.1% | $5,352-0.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |