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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,019 | $150,445-48.8% | $136,297-43.5% | $147,585-47.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.22% | 1049.14%-1032.9pp | 5156.16%-5139.9pp | 578.57%-562.3pp |
| Employer contribution / active EE | $5,017 | $5,256-4.6% | $4,696+6.8% | $4,876+2.9% |
| Participant deferral / active EE | $8,042 | $6,631+21.3% | $6,247+28.7% | $5,439+47.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |