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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,924 | $209,422-18.9% | $178,503-4.8% | $158,982+6.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.47% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $8,398 | $5,707+47.2% | $5,011+67.6% | $4,763+76.3% |
| Participant deferral / active EE | $7,655 | $5,955+28.5% | $5,202+47.1% | $5,983+27.9% |
| Admin fee / account holder | $217 | $17,079-98.7% | $13,987-98.4% | $11,252-98.1% |