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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,706 | $165,381-19.8% | $149,730-11.4% | $158,966-16.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.88% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.1pp |
| Employer contribution / active EE | $22,485 | $5,104+340.5% | $4,645+384.1% | $4,762+372.1% |
| Participant deferral / active EE | $15,538 | $7,182+116.3% | $6,843+127.1% | $5,983+159.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |