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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,252 | $165,361-10.3% | $149,715-1.0% | $158,950-6.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.21% | 348.24%-328.0pp | 276.66%-256.5pp | 302.91%-282.7pp |
| Employer contribution / active EE | $5,538 | $5,103+8.5% | $4,645+19.2% | $4,762+16.3% |
| Participant deferral / active EE | $10,610 | $7,182+47.7% | $6,842+55.1% | $5,983+77.3% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |