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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,167 | $160,070-5.6% | $147,117+2.8% | $145,897+3.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.05% | 98.69%-77.6pp | 420.54%-399.5pp | 552.29%-531.2pp |
| Employer contribution / active EE | $4,120 | $5,285-22.0% | $4,932-16.5% | $4,663-11.6% |
| Participant deferral / active EE | $12,101 | $8,419+43.7% | $8,065+50.0% | $6,689+80.9% |
| Admin fee / account holder | $2 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |