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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,394 | $109,863-11.3% | $98,477-1.1% | $167,518-41.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 12.60% | 1958.09%-1945.5pp | 1493.59%-1481.0pp | 478.71%-466.1pp |
| Employer contribution / active EE | $2,140 | $3,225-33.6% | $2,961-27.7% | $4,838-55.8% |
| Participant deferral / active EE | $6,149 | $4,673+31.6% | $4,276+43.8% | $6,342-3.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |