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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,428 | $129,737+2.8% | $119,126+12.0% | $154,746-13.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.17% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $10,630 | $4,375+143.0% | $4,034+163.5% | $4,379+142.8% |
| Participant deferral / active EE | $2,346 | $5,842-59.8% | $5,318-55.9% | $6,730-65.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |