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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,588 | $90,486-22.0% | $78,676-10.3% | $273,972-74.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 195.68% | 75.62%+120.1pp | 62.19%+133.5pp | 41.46%+154.2pp |
| Employer contribution / active EE | $2,674 | $3,175-15.8% | $2,850-6.2% | $4,869-45.1% |
| Participant deferral / active EE | $10,655 | $3,901+173.1% | $3,517+203.0% | $5,287+101.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |