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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,126 | $100,895-33.5% | $90,430-25.8% | $158,950-57.8% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 8.79% | 1725.54%-1716.8pp | 1293.73%-1284.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $4,318 | $3,689+17.0% | $3,262+32.4% | $4,762-9.3% |
| Participant deferral / active EE | $8,972 | $4,347+106.4% | $3,963+126.4% | $5,983+50.0% |
| Admin fee / account holder | $23 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |