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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,252 | $165,399-10.4% | $149,745-1.0% | $158,982-6.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.21% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $5,538 | $5,105+8.5% | $4,646+19.2% | $4,763+16.3% |
| Participant deferral / active EE | $10,610 | $7,183+47.7% | $6,843+55.0% | $5,983+77.3% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |