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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,698 | $111,535+19.0% | $105,223+26.1% | $137,256-3.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 33.29% | 237.85%-204.6pp | 180.65%-147.4pp | 220.34%-187.1pp |
| Employer contribution / active EE | $17,767 | $3,939+351.0% | $3,689+381.7% | $4,156+327.5% |
| Participant deferral / active EE | $7,466 | $5,500+35.8% | $5,072+47.2% | $6,407+16.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |