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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,580 | $209,428-57.2% | $178,498-49.8% | $158,950-43.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.45% | 188.78%-180.3pp | 151.09%-142.6pp | 302.91%-294.5pp |
| Employer contribution / active EE | $6,961 | $5,707+22.0% | $5,011+38.9% | $4,762+46.2% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $255 | $17,077-98.5% | $13,985-98.2% | $11,248-97.7% |