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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,649 | $196,972-53.5% | $182,262-49.7% | $198,609-53.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.87% | 158.27%-137.4pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $6,909 | $5,364+28.8% | $5,046+36.9% | $5,055+36.7% |
| Participant deferral / active EE | $15,350 | $8,643+77.6% | $8,276+85.5% | $6,977+120.0% |
| Admin fee / account holder | $207 | $18,429-98.9% | $16,712-98.8% | $19,030-98.9% |