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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,393 | $165,399-12.7% | $149,745-3.6% | $158,982-9.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.49% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $4,753 | $5,105-6.9% | $4,646+2.3% | $4,763-0.2% |
| Participant deferral / active EE | $10,038 | $7,183+39.8% | $6,843+46.7% | $5,983+67.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |