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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,536 | $109,411-9.0% | $89,435+11.3% | $158,982-37.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 23.71% | 345.68%-322.0pp | 245.55%-221.8pp | 302.99%-279.3pp |
| Employer contribution / active EE | $7,894 | $3,173+148.8% | $2,587+205.1% | $4,763+65.7% |
| Participant deferral / active EE | $8,738 | $4,600+90.0% | $3,890+124.6% | $5,983+46.0% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |