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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,290 | $165,399+1.7% | $149,745+12.4% | $158,982+5.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.75% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $6,949 | $5,105+36.1% | $4,646+49.6% | $4,763+45.9% |
| Participant deferral / active EE | $16,625 | $7,183+131.5% | $6,843+142.9% | $5,983+177.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |