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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,969 | $121,701-37.6% | $104,639-27.4% | $158,982-52.2% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 18.08% | 465.72%-447.6pp | 340.67%-322.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $3,586 | $3,165+13.3% | $2,682+33.7% | $4,763-24.7% |
| Participant deferral / active EE | $7,513 | $4,176+79.9% | $3,738+101.0% | $5,983+25.6% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |