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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,834 | $165,361-9.4% | $149,715+0.1% | $158,950-5.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.98% | 348.24%-327.3pp | 276.66%-255.7pp | 302.91%-281.9pp |
| Employer contribution / active EE | $13,890 | $5,103+172.2% | $4,645+199.1% | $4,762+191.7% |
| Participant deferral / active EE | $10,302 | $7,182+43.5% | $6,842+50.6% | $5,983+72.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |