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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,338 | $209,422-54.0% | $178,503-46.0% | $158,982-39.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.81% | 188.81%-169.0pp | 151.12%-131.3pp | 302.99%-283.2pp |
| Employer contribution / active EE | $6,367 | $5,707+11.6% | $5,011+27.1% | $4,763+33.7% |
| Participant deferral / active EE | $4,448 | $5,955-25.3% | $5,202-14.5% | $5,983-25.7% |
| Admin fee / account holder | $64 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |