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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,878 | $209,428-52.3% | $178,498-44.0% | $158,950-37.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.88% | 188.78%-164.9pp | 151.09%-127.2pp | 302.91%-279.0pp |
| Employer contribution / active EE | $7,168 | $5,707+25.6% | $5,011+43.0% | $4,762+50.5% |
| Participant deferral / active EE | $5,294 | $5,955-11.1% | $5,202+1.8% | $5,983-11.5% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |