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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,135 | $105,145+20.0% | $94,664+33.2% | $139,466-9.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.12% | 38.09%-23.0pp | 156.84%-141.7pp | 373.66%-358.5pp |
| Employer contribution / active EE | $23,826 | $4,107+480.1% | $3,673+548.7% | $4,754+401.2% |
| Participant deferral / active EE | $17,020 | $7,599+124.0% | $7,417+129.5% | $6,712+153.6% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |