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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,580 | $209,422-57.2% | $178,503-49.8% | $158,982-43.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.45% | 188.81%-180.4pp | 151.12%-142.7pp | 302.99%-294.5pp |
| Employer contribution / active EE | $6,961 | $5,707+22.0% | $5,011+38.9% | $4,763+46.2% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+62.9% |
| Admin fee / account holder | $255 | $17,079-98.5% | $13,987-98.2% | $11,252-97.7% |