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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,916 | $209,422-28.9% | $178,503-16.6% | $158,982-6.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.80% | 188.81%-180.0pp | 151.12%-142.3pp | 302.99%-294.2pp |
| Employer contribution / active EE | $5,724 | $5,707+0.3% | $5,011+14.2% | $4,763+20.2% |
| Participant deferral / active EE | $7,583 | $5,955+27.3% | $5,202+45.8% | $5,983+26.7% |
| Admin fee / account holder | $45 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |