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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,926 | $209,422-70.4% | $178,503-65.3% | $158,982-61.0% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 7.21% | 188.81%-181.6pp | 151.12%-143.9pp | 302.99%-295.8pp |
| Employer contribution / active EE | $2,392 | $5,707-58.1% | $5,011-52.3% | $4,763-49.8% |
| Participant deferral / active EE | $6,006 | $5,955+0.9% | $5,202+15.5% | $5,983+0.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |