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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,068 | $109,863-20.7% | $98,477-11.6% | $167,518-48.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.76% | 1958.09%-1945.3pp | 1493.59%-1480.8pp | 478.71%-466.0pp |
| Employer contribution / active EE | $4,309 | $3,225+33.6% | $2,961+45.6% | $4,838-10.9% |
| Participant deferral / active EE | $5,103 | $4,673+9.2% | $4,276+19.3% | $6,342-19.5% |
| Admin fee / account holder | $21 | $6,755-99.7% | $5,951-99.6% | $12,312-99.8% |