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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,574 | $209,425-57.2% | $178,499-49.8% | $158,966-43.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.98% | 188.80%-172.8pp | 151.10%-135.1pp | 302.95%-287.0pp |
| Employer contribution / active EE | $7,390 | $5,707+29.5% | $5,011+47.5% | $4,762+55.2% |
| Participant deferral / active EE | $4,769 | $5,955-19.9% | $5,202-8.3% | $5,983-20.3% |
| Admin fee / account holder | $269 | $17,078-98.4% | $13,986-98.1% | $11,250-97.6% |