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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,668 | $209,422-42.4% | $178,503-32.4% | $158,982-24.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.62% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $6,398 | $5,707+12.1% | $5,011+27.7% | $4,763+34.3% |
| Participant deferral / active EE | $4,296 | $5,955-27.9% | $5,202-17.4% | $5,983-28.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |