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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,888 | $209,422-35.6% | $178,503-24.4% | $158,982-15.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.68% | 188.81%-169.1pp | 151.12%-131.4pp | 302.99%-283.3pp |
| Employer contribution / active EE | $6,919 | $5,707+21.2% | $5,011+38.1% | $4,763+45.3% |
| Participant deferral / active EE | $4,801 | $5,955-19.4% | $5,202-7.7% | $5,983-19.8% |
| Admin fee / account holder | $270 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |