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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,609 | $165,399+14.6% | $149,745+26.6% | $158,982+19.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.02% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $3,373 | $5,105-33.9% | $4,646-27.4% | $4,763-29.2% |
| Participant deferral / active EE | $8,643 | $7,183+20.3% | $6,843+26.3% | $5,983+44.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |