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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,904 | $202,460-86.7% | $169,385-84.1% | $139,456-80.7% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 29.18% | 532.07%-502.9pp | 405.82%-376.6pp | 373.45%-344.3pp |
| Employer contribution / active EE | $2,640 | $4,691-43.7% | $4,012-34.2% | $4,753-44.5% |
| Participant deferral / active EE | $8,844 | $6,938+27.5% | $6,221+42.2% | $6,711+31.8% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |