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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,320 | $209,422-65.5% | $178,503-59.5% | $158,982-54.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.08% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $9,209 | $5,707+61.4% | $5,011+83.8% | $4,763+93.4% |
| Participant deferral / active EE | $6,286 | $5,955+5.6% | $5,202+20.8% | $5,983+5.0% |
| Admin fee / account holder | $286 | $17,079-98.3% | $13,987-98.0% | $11,252-97.5% |