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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,032 | $165,399-5.7% | $149,745+4.2% | $158,982-1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.73% | 348.34%-338.6pp | 276.72%-267.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $18,221 | $5,105+257.0% | $4,646+292.2% | $4,763+282.6% |
| Participant deferral / active EE | $8,686 | $7,183+20.9% | $6,843+26.9% | $5,983+45.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |