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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,700 | $209,425-60.5% | $178,499-53.7% | $158,966-48.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.76% | 188.80%-174.0pp | 151.10%-136.3pp | 302.95%-288.2pp |
| Employer contribution / active EE | $8,997 | $5,707+57.6% | $5,011+79.5% | $4,762+88.9% |
| Participant deferral / active EE | $5,560 | $5,955-6.6% | $5,202+6.9% | $5,983-7.1% |
| Admin fee / account holder | $27 | $17,078-99.8% | $13,986-99.8% | $11,250-99.8% |