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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,316 | $209,847-66.0% | $189,520-62.4% | $167,518-57.4% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 16.32% | 748.45%-732.1pp | 555.25%-538.9pp | 478.71%-462.4pp |
| Employer contribution / active EE | $3,664 | $6,913-47.0% | $6,161-40.5% | $4,838-24.3% |
| Participant deferral / active EE | $7,264 | $8,934-18.7% | $8,220-11.6% | $6,342+14.5% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |