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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,911 | $165,399-3.9% | $149,745+6.1% | $158,9820% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.39% | 348.34%-325.9pp | 276.72%-254.3pp | 302.99%-280.6pp |
| Employer contribution / active EE | $11,129 | $5,105+118.0% | $4,646+139.6% | $4,763+133.7% |
| Participant deferral / active EE | $7,697 | $7,183+7.2% | $6,843+12.5% | $5,983+28.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |