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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,005 | $165,399+10.0% | $149,745+21.5% | $158,982+14.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.81% | 348.34%-337.5pp | 276.72%-265.9pp | 302.99%-292.2pp |
| Employer contribution / active EE | $3,641 | $5,105-28.7% | $4,646-21.6% | $4,763-23.6% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |