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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,705 | $209,425-18.5% | $178,499-4.4% | $158,966+7.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.01% | 188.80%-170.8pp | 151.10%-133.1pp | 302.95%-284.9pp |
| Employer contribution / active EE | $8,316 | $5,707+45.7% | $5,011+65.9% | $4,762+74.6% |
| Participant deferral / active EE | $7,240 | $5,955+21.6% | $5,202+39.2% | $5,983+21.0% |
| Admin fee / account holder | $159 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |