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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,583 | $57,305+68.5% | $86,640+11.5% | $75,173+28.5% |
| Participation rate | 72.2% | 63.2%+8.9pp | 71.7%+0.4pp | 67.2%+4.9pp |
| Annual return | 20.06% | 2674.24%-2654.2pp | 592.52%-572.5pp | 160.72%-140.7pp |
| Employer contribution / active EE | $2,358 | $2,316+1.8% | $3,024-22.0% | $2,671-11.7% |
| Participant deferral / active EE | $2,318 | $3,320-30.2% | $4,438-47.8% | $4,126-43.8% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |