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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,729 | $148,623+22.9% | $135,974+34.4% | $139,466+31.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.11% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.6pp |
| Employer contribution / active EE | $49,125 | $5,246+836.4% | $4,859+911.0% | $4,754+933.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $60 | $12,406-99.5% | $10,767-99.4% | $11,409-99.5% |