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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,511 | $209,428-28.1% | $178,498-15.7% | $158,950-5.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.75% | 188.78%-178.0pp | 151.09%-140.3pp | 302.91%-292.2pp |
| Employer contribution / active EE | $9,443 | $5,707+65.5% | $5,011+88.4% | $4,762+98.3% |
| Participant deferral / active EE | $7,468 | $5,955+25.4% | $5,202+43.6% | $5,983+24.8% |
| Admin fee / account holder | $174 | $17,077-99.0% | $13,985-98.8% | $11,248-98.5% |