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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,272 | $209,422-41.6% | $178,503-31.5% | $158,982-23.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.87% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $6,717 | $5,707+17.7% | $5,011+34.0% | $4,763+41.0% |
| Participant deferral / active EE | $4,710 | $5,955-20.9% | $5,202-9.5% | $5,983-21.3% |
| Admin fee / account holder | $100 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |