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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,034 | $209,422-40.8% | $178,503-30.5% | $158,982-22.0% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 8.44% | 188.81%-180.4pp | 151.12%-142.7pp | 302.99%-294.6pp |
| Employer contribution / active EE | $7,903 | $5,707+38.5% | $5,011+57.7% | $4,763+65.9% |
| Participant deferral / active EE | $7,771 | $5,955+30.5% | $5,202+49.4% | $5,983+29.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |