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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,519 | $209,422-63.5% | $178,503-57.1% | $158,982-51.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 7.72% | 188.81%-181.1pp | 151.12%-143.4pp | 302.99%-295.3pp |
| Employer contribution / active EE | $6,000 | $5,707+5.1% | $5,011+19.7% | $4,763+26.0% |
| Participant deferral / active EE | $3,976 | $5,955-33.2% | $5,202-23.6% | $5,983-33.6% |
| Admin fee / account holder | $5 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |