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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,242 | $160,040+12.6% | $147,096+22.5% | $145,877+23.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.57% | 98.49%-72.9pp | 419.75%-394.2pp | 551.28%-525.7pp |
| Employer contribution / active EE | $6,743 | $5,289+27.5% | $4,936+36.6% | $4,663+44.6% |
| Participant deferral / active EE | $25,430 | $8,429+201.7% | $8,071+215.1% | $6,691+280.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |