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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,873 | $88,778-1.0% | $81,844+7.4% | $145,884-39.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.47% | 1033.03%-1019.6pp | 778.87%-765.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,191 | $3,087+3.4% | $2,916+9.4% | $4,662-31.6% |
| Participant deferral / active EE | $6,541 | $4,648+40.7% | $4,323+51.3% | $6,690-2.2% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |