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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,667 | $165,381-11.3% | $149,730-2.0% | $158,966-7.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.17% | 348.29%-329.1pp | 276.70%-257.5pp | 302.95%-283.8pp |
| Employer contribution / active EE | $12,257 | $5,104+140.1% | $4,645+163.9% | $4,762+157.4% |
| Participant deferral / active EE | $15,763 | $7,182+119.5% | $6,843+130.4% | $5,983+163.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |