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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,606 | $175,231-7.2% | $149,696+8.6% | $139,466+16.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.76% | 166.77%-148.0pp | 134.46%-115.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $16,886 | $5,478+208.3% | $4,821+250.3% | $4,754+255.2% |
| Participant deferral / active EE | $13,550 | $6,521+107.8% | $5,682+138.5% | $6,712+101.9% |
| Admin fee / account holder | $109 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |