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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,072 | $171,867-59.2% | $149,721-53.2% | $147,586-52.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 16.55% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $10,584 | $6,275+68.7% | $5,444+94.4% | $4,876+117.1% |
| Participant deferral / active EE | $7,135 | $7,270-1.9% | $6,568+8.6% | $5,439+31.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |