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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,757 | $176,105-62.1% | $159,474-58.1% | $167,536-60.2% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 17.25% | 331.91%-314.7pp | 263.68%-246.4pp | 478.82%-461.6pp |
| Employer contribution / active EE | $3,739 | $5,299-29.4% | $4,831-22.6% | $4,839-22.7% |
| Participant deferral / active EE | $8,011 | $7,751+3.4% | $7,353+8.9% | $6,342+26.3% |
| Admin fee / account holder | $109 | $12,559-99.1% | $10,802-99.0% | $12,315-99.1% |