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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,286 | $72,071+3.1% | $68,368+8.7% | $137,256-45.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.71% | 353.14%-336.4pp | 292.57%-275.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $8,225 | $2,788+195.0% | $2,649+210.5% | $4,156+97.9% |
| Participant deferral / active EE | $13,403 | $4,410+203.9% | $4,123+225.1% | $6,407+109.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |