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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,090 | $70,366-7.5% | $66,674-2.4% | $138,895-53.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 20.17% | 386.41%-366.2pp | 321.24%-301.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $3,019 | $2,765+9.2% | $2,620+15.2% | $4,194-28.0% |
| Participant deferral / active EE | $3,775 | $4,374-13.7% | $4,084-7.6% | $6,396-41.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |