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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,020 | $160,070+9.3% | $147,117+19.0% | $145,897+20.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.34% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,216 | $5,285-39.2% | $4,932-34.8% | $4,663-31.0% |
| Participant deferral / active EE | $23,000 | $8,419+173.2% | $8,065+185.2% | $6,689+243.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |