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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,260 | $114,119+3.6% | $107,187+10.3% | $138,895-14.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.88% | 273.21%-253.3pp | 204.55%-184.7pp | 145.39%-125.5pp |
| Employer contribution / active EE | $17,297 | $4,059+326.2% | $3,782+357.3% | $4,194+312.4% |
| Participant deferral / active EE | $22,605 | $5,538+308.2% | $5,096+343.6% | $6,396+253.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |