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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,932 | $144,130-47.3% | $117,861-35.6% | $147,586-48.6% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 24.39% | 531.20%-506.8pp | 335.11%-310.7pp | 578.59%-554.2pp |
| Employer contribution / active EE | $11,491 | $4,897+134.7% | $3,786+203.5% | $4,876+135.7% |
| Participant deferral / active EE | $5,938 | $5,316+11.7% | $4,482+32.5% | $5,439+9.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |