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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,865 | $165,399-2.1% | $149,745+8.1% | $158,982+1.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.56% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $9,500 | $5,105+86.1% | $4,646+104.5% | $4,763+99.5% |
| Participant deferral / active EE | $11,349 | $7,183+58.0% | $6,843+65.8% | $5,983+89.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |