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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,015 | $138,114+15.9% | $125,391+27.6% | $134,545+18.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 9.54% | 750.88%-741.3pp | 572.41%-562.9pp | 418.37%-408.8pp |
| Employer contribution / active EE | $10,023 | $5,246+91.1% | $4,816+108.1% | $4,742+111.4% |
| Participant deferral / active EE | $13,122 | $7,801+68.2% | $7,448+76.2% | $6,401+105.0% |
| Admin fee / account holder | $236 | $11,570-98.0% | $10,009-97.6% | $11,431-97.9% |