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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,561 | $209,425-4.7% | $178,499+11.8% | $158,966+25.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.11% | 188.80%-177.7pp | 151.10%-140.0pp | 302.95%-291.8pp |
| Employer contribution / active EE | $2,790 | $5,707-51.1% | $5,011-44.3% | $4,762-41.4% |
| Participant deferral / active EE | $11,702 | $5,955+96.5% | $5,202+124.9% | $5,983+95.6% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |