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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,976 | $165,399-80.1% | $149,745-78.0% | $158,982-79.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 266.26% | 348.34%-82.1pp | 276.72%-10.5pp | 302.99%-36.7pp |
| Employer contribution / active EE | $13,656 | $5,105+167.5% | $4,646+193.9% | $4,763+186.7% |
| Participant deferral / active EE | $9,322 | $7,183+29.8% | $6,843+36.2% | $5,983+55.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |