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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,081 | $209,425-53.6% | $178,499-45.6% | $158,966-38.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.15% | 188.80%-168.6pp | 151.10%-131.0pp | 302.95%-282.8pp |
| Employer contribution / active EE | $10,407 | $5,707+82.3% | $5,011+107.7% | $4,762+118.5% |
| Participant deferral / active EE | $6,170 | $5,955+3.6% | $5,202+18.6% | $5,983+3.1% |
| Admin fee / account holder | $258 | $17,078-98.5% | $13,986-98.2% | $11,250-97.7% |