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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,127 | $90,606+46.9% | $79,466+67.5% | $135,379-1.7% |
| Participation rate | 76.5% | 76.0%+0.4pp | 73.3%+3.1pp | 82.6%-6.2pp |
| Annual return | 9.13% | 977.69%-968.6pp | 718.28%-709.2pp | 519.79%-510.7pp |
| Employer contribution / active EE | $2,899 | $3,068-5.5% | $2,800+3.5% | $4,779-39.3% |
| Participant deferral / active EE | $3,687 | $4,050-9.0% | $3,704-0.4% | $5,609-34.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |