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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,409 | $165,351+6.1% | $149,710+17.2% | $158,931+10.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.53% | 348.19%-330.7pp | 276.63%-259.1pp | 302.86%-285.3pp |
| Employer contribution / active EE | $19,552 | $5,103+283.1% | $4,645+321.0% | $4,761+310.6% |
| Participant deferral / active EE | $11,073 | $7,181+54.2% | $6,842+61.8% | $5,982+85.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |