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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,873 | $88,710-0.9% | $81,783+7.4% | $145,959-39.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.47% | 1027.26%-1013.8pp | 775.05%-761.6pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,191 | $3,083+3.5% | $2,913+9.6% | $4,661-31.5% |
| Participant deferral / active EE | $6,541 | $4,645+40.8% | $4,320+51.4% | $6,689-2.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |