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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,882 | $165,399+24.5% | $149,745+37.5% | $158,982+29.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.70% | 348.34%-323.6pp | 276.72%-252.0pp | 302.99%-278.3pp |
| Employer contribution / active EE | $3,545 | $5,105-30.6% | $4,646-23.7% | $4,763-25.6% |
| Participant deferral / active EE | $15,952 | $7,183+122.1% | $6,843+133.1% | $5,983+166.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |