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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,545 | $159,978-13.4% | $147,041-5.8% | $145,978-5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.20% | 98.36%-80.2pp | 419.21%-401.0pp | 550.52%-532.3pp |
| Employer contribution / active EE | $16,464 | $5,288+211.3% | $4,935+233.6% | $4,662+253.2% |
| Participant deferral / active EE | $12,348 | $8,429+46.5% | $8,071+53.0% | $6,690+84.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |