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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,329 | $70,366+4.2% | $66,674+10.0% | $138,895-47.2% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.7%+17.6pp | 79.9%+11.4pp |
| Annual return | 22.60% | 386.41%-363.8pp | 321.24%-298.6pp | 145.39%-122.8pp |
| Employer contribution / active EE | $7,699 | $2,765+178.4% | $2,620+193.8% | $4,194+83.6% |
| Participant deferral / active EE | $12,950 | $4,374+196.1% | $4,084+217.1% | $6,396+102.5% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |