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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,670 | $72,071+13.3% | $68,368+19.5% | $137,256-40.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.12% | 353.14%-339.0pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,585 | $2,788+28.6% | $2,649+35.3% | $4,156-13.8% |
| Participant deferral / active EE | $5,203 | $4,410+18.0% | $4,123+26.2% | $6,407-18.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |