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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,670 | $102,595-20.4% | $94,057-13.2% | $154,746-47.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.12% | 583.42%-569.3pp | 480.62%-466.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,585 | $3,147+13.9% | $2,933+22.2% | $4,379-18.1% |
| Participant deferral / active EE | $5,203 | $5,118+1.7% | $4,709+10.5% | $6,730-22.7% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |