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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,307 | $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 | 13.52% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $5,513 | $5,707-3.4% | $5,011+10.0% | $4,763+15.7% |
| Participant deferral / active EE | $5,379 | $5,955-9.7% | $5,202+3.4% | $5,983-10.1% |
| Admin fee / account holder | $155 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |