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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,774 | $72,071+5.1% | $68,368+10.8% | $137,256-44.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.44% | 353.14%-329.7pp | 292.57%-269.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $7,088 | $2,788+154.2% | $2,649+167.6% | $4,156+70.6% |
| Participant deferral / active EE | $16,458 | $4,410+273.2% | $4,123+299.2% | $6,407+156.9% |
| Admin fee / account holder | $96 | $5,336-98.2% | $5,150-98.1% | $12,270-99.2% |