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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,553 | $165,399-13.2% | $149,745-4.1% | $158,982-9.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.64% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $14,603 | $5,105+186.1% | $4,646+214.3% | $4,763+206.6% |
| Participant deferral / active EE | $19,029 | $7,183+164.9% | $6,843+178.1% | $5,983+218.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |