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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,675 | $180,749-32.7% | $160,784-24.3% | $137,256-11.4% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 28.32% | 2234.46%-2206.1pp | 1803.92%-1775.6pp | 220.34%-192.0pp |
| Employer contribution / active EE | $2,949 | $4,155-29.0% | $3,733-21.0% | $4,156-29.0% |
| Participant deferral / active EE | $8,951 | $6,844+30.8% | $6,293+42.2% | $6,407+39.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |