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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,553 | $165,381-13.8% | $149,730-4.8% | $158,966-10.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.43% | 348.29%-319.9pp | 276.70%-248.3pp | 302.95%-274.5pp |
| Employer contribution / active EE | $8,819 | $5,104+72.8% | $4,645+89.8% | $4,762+85.2% |
| Participant deferral / active EE | $13,114 | $7,182+82.6% | $6,843+91.6% | $5,983+119.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |