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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,527 | $166,131-14.2% | $164,975-13.6% | $145,877-2.3% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 10.38% | 100.37%-90.0pp | 70.12%-59.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $4,550 | $5,276-13.8% | $4,343+4.8% | $4,663-2.4% |
| Participant deferral / active EE | $6,401 | $6,962-8.1% | $6,033+6.1% | $6,691-4.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |