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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,366 | $209,422-32.5% | $178,503-20.8% | $158,982-11.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.97% | 188.81%-169.8pp | 151.12%-132.2pp | 302.99%-284.0pp |
| Employer contribution / active EE | $6,719 | $5,707+17.7% | $5,011+34.1% | $4,763+41.1% |
| Participant deferral / active EE | $7,157 | $5,955+20.2% | $5,202+37.6% | $5,983+19.6% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |