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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,527 | $166,268-14.3% | $165,100-13.7% | $145,897-2.3% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 10.38% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $4,550 | $5,284-13.9% | $4,348+4.6% | $4,663-2.4% |
| Participant deferral / active EE | $6,401 | $6,964-8.1% | $6,035+6.0% | $6,689-4.3% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |