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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,710 | $183,988-51.8% | $162,177-45.3% | $152,897-42.0% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.5%+9.9pp |
| Annual return | 26.03% | 150.79%-124.8pp | 115.60%-89.6pp | 345.43%-319.4pp |
| Employer contribution / active EE | $7,265 | $6,370+14.1% | $5,613+29.4% | $4,764+52.5% |
| Participant deferral / active EE | $7,134 | $8,032-11.2% | $7,297-2.2% | $5,851+21.9% |
| Admin fee / account holder | $126 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |