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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,082 | $165,381-11.7% | $149,730-2.4% | $158,966-8.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.49% | 348.29%-338.8pp | 276.70%-267.2pp | 302.95%-293.5pp |
| Employer contribution / active EE | $18,498 | $5,104+262.4% | $4,645+298.2% | $4,762+288.4% |
| Participant deferral / active EE | $13,757 | $7,182+91.5% | $6,843+101.1% | $5,983+129.9% |
| Admin fee / account holder | $158 | $10,809-98.5% | $9,310-98.3% | $11,250-98.6% |