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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,124 | $57,305+17.1% | $86,640-22.5% | $75,173-10.7% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 15.97% | 2674.24%-2658.3pp | 592.52%-576.5pp | 160.72%-144.7pp |
| Employer contribution / active EE | $3,178 | $2,316+37.2% | $3,024+5.1% | $2,671+19.0% |
| Participant deferral / active EE | $4,331 | $3,320+30.5% | $4,438-2.4% | $4,126+5.0% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |