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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,673 | $68,412+20.8% | $94,679-12.7% | $75,181+10.0% |
| Participation rate | 81.5% | 76.1%+5.4pp | 80.8%+0.7pp | 67.2%+14.3pp |
| Annual return | 22.77% | 616.91%-594.1pp | 156.75%-134.0pp | 160.69%-137.9pp |
| Employer contribution / active EE | $3,540 | $2,701+31.1% | $3,673-3.6% | $2,671+32.6% |
| Participant deferral / active EE | $6,717 | $6,537+2.8% | $7,417-9.4% | $4,126+62.8% |
| Admin fee / account holder | $35 | $5,326-99.3% | $7,233-99.5% | $5,650-99.4% |