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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,187 | $99,031-12.0% | $86,597+0.7% | $147,585-40.9% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 11.62% | 1312.56%-1300.9pp | 964.96%-953.3pp | 578.57%-567.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,156 | $3,972+4.6% | $3,609+15.2% | $5,439-23.6% |
| Admin fee / account holder | $236 | $5,711-95.9% | $4,906-95.2% | $10,885-97.8% |