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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,749 | $73,546+4.4% | $63,018+21.8% | $147,586-48.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.30% | 175.56%-159.3pp | 87.62%-71.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,566 | $3,324+7.3% | $2,761+29.2% | $4,876-26.9% |
| Participant deferral / active EE | $6,595 | $4,185+57.6% | $3,330+98.1% | $5,439+21.3% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |