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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,697 | $165,381+15.3% | $149,730+27.4% | $158,966+20.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.16% | 348.29%-340.1pp | 276.70%-268.5pp | 302.95%-294.8pp |
| Employer contribution / active EE | $8,143 | $5,104+59.5% | $4,645+75.3% | $4,762+71.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |