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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,045 | $177,353-59.4% | $158,226-54.5% | $198,609-63.7% |
| Participation rate | 80.0% | 77.0%+3.0pp | 74.8%+5.2pp | 82.4%-2.4pp |
| Annual return | 11.30% | 599.50%-588.2pp | 501.41%-490.1pp | 202.70%-191.4pp |
| Employer contribution / active EE | $4,458 | $3,239+37.6% | $2,986+49.3% | $5,055-11.8% |
| Participant deferral / active EE | $2,125 | $4,615-54.0% | $4,317-50.8% | $6,977-69.5% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |