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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,334 | $202,440-33.1% | $169,390-20.1% | $139,466-3.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.16% | 532.36%-509.2pp | 406.07%-382.9pp | 373.66%-350.5pp |
| Employer contribution / active EE | $2,886 | $4,693-38.5% | $4,013-28.1% | $4,754-39.3% |
| Participant deferral / active EE | $11,957 | $6,940+72.3% | $6,222+92.2% | $6,712+78.1% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |