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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,492 | $209,425-66.8% | $178,499-61.1% | $158,966-56.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.44% | 188.80%-173.4pp | 151.10%-135.7pp | 302.95%-287.5pp |
| Employer contribution / active EE | $7,661 | $5,707+34.2% | $5,011+52.9% | $4,762+60.9% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $295 | $17,078-98.3% | $13,986-97.9% | $11,250-97.4% |