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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,335 | $165,399+6.0% | $149,745+17.1% | $158,982+10.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.05% | 348.34%-338.3pp | 276.72%-266.7pp | 302.99%-292.9pp |
| Employer contribution / active EE | $9,587 | $5,105+87.8% | $4,646+106.4% | $4,763+101.3% |
| Participant deferral / active EE | $5,557 | $7,183-22.6% | $6,843-18.8% | $5,983-7.1% |
| Admin fee / account holder | $21 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |