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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,299 | $208,088-3.3% | $186,193+8.1% | $154,746+30.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.64% | 89.97%-80.3pp | 78.03%-68.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $27,057 | $4,340+523.4% | $3,918+590.6% | $4,379+517.9% |
| Participant deferral / active EE | $11,750 | $7,078+66.0% | $6,513+80.4% | $6,730+74.6% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |