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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,738 | $165,381-8.2% | $149,730+1.3% | $158,966-4.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.37% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.6pp |
| Employer contribution / active EE | $21,481 | $5,104+320.8% | $4,645+362.4% | $4,762+351.0% |
| Participant deferral / active EE | $14,833 | $7,182+106.5% | $6,843+116.8% | $5,983+147.9% |
| Admin fee / account holder | $33 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |