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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,735 | $107,368-36.0% | $92,915-26.0% | $152,909-55.0% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 20.34% | 145.64%-125.3pp | 109.45%-89.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $7,073 | $4,222+67.5% | $3,653+93.6% | $4,764+48.5% |
| Participant deferral / active EE | $7,381 | $4,848+52.3% | $4,238+74.2% | $5,851+26.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |