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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,636 | $160,059+2.9% | $140,019+17.6% | $135,382+21.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.10% | 911.44%-909.3pp | 651.15%-649.0pp | 519.77%-517.7pp |
| Employer contribution / active EE | $7,948 | $6,420+23.8% | $5,605+41.8% | $4,779+66.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |