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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,116 | $165,361-23.1% | $149,715-15.1% | $158,950-20.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.20% | 348.24%-326.0pp | 276.66%-254.5pp | 302.91%-280.7pp |
| Employer contribution / active EE | $5,163 | $5,103+1.2% | $4,645+11.1% | $4,762+8.4% |
| Participant deferral / active EE | $9,262 | $7,182+29.0% | $6,842+35.4% | $5,983+54.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |