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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,116 | $209,425-57.9% | $178,499-50.6% | $158,966-44.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.75% | 188.80%-169.0pp | 151.10%-131.4pp | 302.95%-283.2pp |
| Employer contribution / active EE | $5,453 | $5,707-4.5% | $5,011+8.8% | $4,762+14.5% |
| Participant deferral / active EE | $10,481 | $5,955+76.0% | $5,202+101.5% | $5,983+75.2% |
| Admin fee / account holder | $286 | $17,078-98.3% | $13,986-98.0% | $11,250-97.5% |