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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,643 | $209,428-62.4% | $178,498-55.9% | $158,950-50.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.26% | 188.78%-165.5pp | 151.09%-127.8pp | 302.91%-279.7pp |
| Employer contribution / active EE | $7,582 | $5,707+32.8% | $5,011+51.3% | $4,762+59.2% |
| Participant deferral / active EE | $10,235 | $5,955+71.9% | $5,202+96.8% | $5,983+71.1% |
| Admin fee / account holder | $144 | $17,077-99.2% | $13,985-99.0% | $11,248-98.7% |