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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,270 | $165,399+3.5% | $149,745+14.4% | $158,982+7.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.12% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $9,211 | $5,105+80.4% | $4,646+98.3% | $4,763+93.4% |
| Participant deferral / active EE | $7,608 | $7,183+5.9% | $6,843+11.2% | $5,983+27.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |