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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,409 | $165,399+6.1% | $149,745+17.1% | $158,982+10.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.53% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $19,552 | $5,105+283.0% | $4,646+320.9% | $4,763+310.5% |
| Participant deferral / active EE | $11,073 | $7,183+54.2% | $6,843+61.8% | $5,983+85.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |