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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,969 | $121,656-37.6% | $104,614-27.4% | $158,950-52.2% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 18.08% | 465.51%-447.4pp | 340.56%-322.5pp | 302.91%-284.8pp |
| Employer contribution / active EE | $3,586 | $3,164+13.3% | $2,681+33.7% | $4,762-24.7% |
| Participant deferral / active EE | $7,513 | $4,177+79.8% | $3,739+100.9% | $5,983+25.6% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |