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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,810 | $160,059+4.2% | $140,019+19.1% | $135,380+23.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.68% | 911.48%-908.8pp | 651.17%-648.5pp | 519.81%-517.1pp |
| Employer contribution / active EE | $3,450 | $6,420-46.3% | $5,605-38.5% | $4,779-27.8% |
| Participant deferral / active EE | $12,000 | $7,641+57.1% | $6,927+73.2% | $5,609+113.9% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |