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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,692 | $209,425-58.6% | $178,499-51.4% | $158,966-45.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.64% | 188.80%-175.2pp | 151.10%-137.5pp | 302.95%-289.3pp |
| Employer contribution / active EE | $7,572 | $5,707+32.7% | $5,011+51.1% | $4,762+59.0% |
| Participant deferral / active EE | $5,571 | $5,955-6.4% | $5,202+7.1% | $5,983-6.9% |
| Admin fee / account holder | $254 | $17,078-98.5% | $13,986-98.2% | $11,250-97.7% |